Mike Bistis

Mike Bistis is a senior technology consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. 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

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

Sitting in Front of a Computer All Day? Go Easy on the Eyes!

Trends in Mobile Technology for Financial Advisors

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.

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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.

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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?

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Topics: Technology

Sitting in Front of a Computer All Day? Go Easy on the Eyes!

Posted by Mike Bistis

July 27, 2016 at 1:30 PM

Do you ever think about how many hours you spend each day in front of screens? Laptops, desktops, smartphones, tablets, and (of course) televisions utterly dominate our attention spans—and our eyes. Think about it: You wake up, check your phone or computer for e-mail and news, drive to the office where you’ll likely put in another eight hours in front of a screen, and then go home to unwind with some television while your smartphone sits in your lap.

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Topics: Technology

Trends in Mobile Technology for Financial Advisors

Posted by Mike Bistis

March 22, 2016 at 10:00 AM

With the influx of high-speed mobile networks and the near-infinite number of Wi-Fi hot spots, we’re witnessing rapid evolution in the financial services industry. Gone are the days of being chained to your office, filing cabinets, desk phones, and desktop computers. Between the ubiquity of smartphones and the rising popularity of tablets, the modern advisor is available anytime, anywhere, and through any device.

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Topics: Technology

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