How to Choose the Right RIA Portal for Your Firm
Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact...
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Jo Day
Recent Posts
Why Tiger Woods needs window envelopes and your clients do too (true story)
When I was in graduate school, I worked at the university’s athletic association. One of my bosses was the men’s golf coach and one of my tasks was...
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Custom Reports Without the Hassle Factor
One of the reasons we love working with Independent RIAs is because they are independent.
Read MoreAvoiding the Big Fail - part 3
How detail oriented people can wrangle big picture people and avoid the big fail
Read part oneand part two of this series now.
Read MoreAvoiding the Big Fail - part 2
How detail oriented people can wrangle big picture people and avoid the big fail
Read part one of this series here.
Read MoreAvoiding the Big Fail - part 1
How detail oriented people can wrangle big picture people and avoid the big fail
If you are a detail oriented person, is it difficult for your boss...
Read MoreEffective Employee Training for Your New Software or Service
How to Transition your RIA Staff to New Technology
If you’re in the process of implementing new technology for your RIA, one of the most important...
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Jazz up your staff meetings
Are you a team leader? It might be time to switch up how you’re conducting your meetings. Going from a client meeting to a staff meeting often leaves...
Read MoreHow to Get Your Technology Project Funded
Be an Agent of Change at Your RIA
If you’ve been asked to choose the right technology for your RIA, then it’s probably in your best interest for that...
Read MoreHow to Make the Most of a Software Demo for your RIA
Use a Software Score Sheet
In my last blog post, I talked how to effectively evaluate the need for a new software at your RIA, and the benefits of a ...
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