A Brighter Outlook: Tips for E-Mail and Calendar Management

Posted by Mike Bistis

February 22, 2017 at 1:30 PM

As a senior technology consultant at Commonwealth, I belong to more than 30 e-mail distribution groups. If I add up all the notifications, team correspondence, company correspondence, and direct correspondence I receive, I’m sorting up to 200 e-mails a day! Does this e-mail overload sound familiar?

Read More

Topics: Technology

The Role of Integrated Technology in Financial Services

Posted by Darren Tedesco

February 21, 2017 at 10:00 AM

Integration has long been considered the holy grail on a financial advisor’s desktop—and for good reason. Integrated technology can improve efficiency (read: scalability) and help you maintain a high level of service for your clients. Still, there are two interesting truths to keep in mind when thinking about the role of integrated technology in financial services: integration means different things to different people, and integration is never complete.

Read More

Topics: Technology

Small Changes, Big Results: 3 Tips for Better Phone Calls

Posted by Kristine McManus

February 15, 2017 at 1:30 PM

Recently, I had a conversation with an advisor that got me thinking about the importance of seizing everyday opportunities. In my experience, too many advisors wait for the right moment to make a big change that will transform their practice. Unfortunately, big opportunities don’t come along that often. A better strategy is to make the most of the small opportunities that come your way all the time. With that in mind, I’ve decided to write a few posts focusing on little things you can do to achieve big results. They don’t require additional staff or resources, but they do require a willingness to try something new.

Read More

Topics: Practice Management

What You Can Do to Improve Employee Satisfaction

Posted by Kristen Terpstra

February 14, 2017 at 10:00 AM

As an advisor, your hard work has a direct effect on your business. You reap tangible results in the form of increased revenue, which can be a strong personal motivator. But what about your staff? They may not experience job satisfaction in quite the same way. How, then, do you inspire them—particularly if they’ve become disengaged from their jobs?

Read More

Topics: Practice Management

Choosing the Right Financial Planning Software for Your Firm

Posted by Olivia Zaiya, JD

February 8, 2017 at 1:30 PM

There are many options out there when it comes to choosing the right financial planning software for your firm. Should you go with cash flow- or goal-based software? Linear or Monte Carlo calculations? Interactive or traditional reports? Plus, with such a high switching cost in play if you don’t choose correctly, you want to ensure that you find the software that best fits the needs of your practice and your clients the first time around.

Read More

Topics: Financial Planning

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us