Curated Content for Financial Leaders (Week of August 17) By Ray Sclafani | August 15, 2020 Share: Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. Clara Shih gets Salesforce to cough up RIA CRM data and venture cash to charge up Hearsay after 2.0-model upstarts draw a target on her back | RIABizWill the Salesforce Hearsay Social pairing change the CRM game for the RIA community and drive greater adoption of Hearsay?Your To-Do List Is, in Fact, Too LongProductivity Matters!Unlocking Us with Brené BrownListen to Brené on Anxiety, Calm + Over/Under-Functioning - Great insights for CEOs and leaders of wealth advising businesses.A Legacy of Uncommon Kindness and Shared Ownership Helped Build a $1.5 Billion RIA | RIAIntelMax Weldon Greer Jr.’s example of how sharing creates legacy, too! Excellent case study.State Attorneys General, Others Say DOL Fiduciary Proposal Falls Short | Wealth ManagementKeep up with this ever evolving fiduciary dialogue.How to Prospect Effectively- and Respectfully- During the CoronavirusProspecting has changed during Covid-19 and the best are getting better at attracting new clients. Topics: Leadership Operations Share:
Operations Financial Advisors: The One Tip to Overcoming Your Over-Preparation As a successful financial advisor, have you ever been stuck in the holding pattern of over-preparation? For example, have you ever: Not fully engaged in LinkedIn... ClientWise Read More
Leadership Operations Curated Content for Financial Leaders (Week of July 10) Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team. Ray Sclafani Read More