Mike Bistis

Mike Bistis is a senior technology consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. In this role, he offers technology guidance for transitioning advisors while maintaining the integrity of Commonwealth's mantra: providing unparalleled, indispensable service. Mike has a BA in communication, with a minor in economics, from Virginia Tech.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Zoom, Zoom: Videoconferencing Best Practices

Displaying Your Computer Screen on Your TV

4 Simple Steps for Eliminating Cable Clutter

Wants Vs. Needs: When It’s Time to Invest in Your Office Technology

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

Zoom, Zoom: Videoconferencing Best Practices

Posted by Mike Bistis

March 20, 2020 at 11:00 AM

The coronavirus pandemic has had many effects on our day-to-day lives, including the need to practice social distancing (i.e., keeping at least six feet between you and those around you). But at a time when markets are volatile and investor fears are rising, it’s more important than ever to keep the lines of communication between you and your clients open. They need you, and you need to be there for them.

Read More

Topics: Technology

Displaying Your Computer Screen on Your TV

Posted by Mike Bistis

September 18, 2018 at 10:00 AM

When this post was first published back in 2013, the idea of displaying your computer screen on your TV was relatively new. Since then, there's been a proliferation of digital and wireless technologies that allow you to easily take your office and conference room setup to the next level. So, I decided to revisit this topic to bring you the latest information on the technology available to you.  

Read More

Topics: Technology

4 Simple Steps for Eliminating Cable Clutter

Posted by Mike Bistis

January 31, 2018 at 1:30 PM

simple steps for eliminating cable clutterAs a kid, I played a lot of console games. As I positioned myself in front of the TV, I had Nintendo on my left, Sega Genesis on my right, and an original PlayStation in front of me. Four power cords, three AV cords, six controller cables, and numerous other wires turned my little play area into a death trap for my poor mother. Mom’s daily battle cry was, “Clean up this mess!”

Turns out, we all should have listened to my mom.

Read More

Topics: Technology

Wants Vs. Needs: When It’s Time to Invest in Your Office Technology

Posted by Mike Bistis

January 30, 2018 at 10:00 AM

As a technology consultant at Commonwealth Financial Network®, I frequently talk about technology with the firm’s affiliated financial advisors. Given the pace at which new products come to market, the questions I receive typically revolve around whether advisors should invest in top-of-the-line hardware and systems and how often they should upgrade. It can be tempting to chase the latest trends, but do you really need and i7 processor when an i5 will do? With that in mind, let’s look at what you really need to run an efficient practice, and how to determine when it’s time to invest in your office technology.

Read More

Topics: Technology

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

New Call-to-action
The Independent Market Observer, Brad McMillan

Follow Us