Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive meetings matter not just for managing your time but also for nurturing strong client relationships and delivering top-notch service. This […]
Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique challenges. Yet, they also present opportunities for growth and differentiation. Let’s talk about these issues and some insights and strategies you can […]
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the absence of a clear value statement, while employees dedicated to a greater purpose tend to be more engaged. In this guide, […]
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
Our CEO, Anand, was graciously invited by Todd Uterstaedt to share his learnings on creating a startup and the challenges that come with that. Todd has an amazing podcast (check it out here: From Founder to CEO Podcast) from many famous CEOs, including Eric Yuan of Zoom and Seth Godin. You should subscribe to his […]
I wanted to share with you my thoughts on the current Coronavirus environment that we all find ourselves grappling with. Like many of you, I have gone through uncertain times - DotCom bust and subsequent recession of 2001, September 11, Enron, Iraq War, Afghanistan War, SARS, Swine Flu, Ebola, MERS, 2008-2009. However, unlike most of […]
