The ClientWise Blog

Curated Content for Financial Leaders (Week of August 24)

Posted by Ray Sclafani on Aug 21, 2020 3:49:52 PM

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Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

A Looming Threat to Wealth Managers Has Arrived | RIAIntel
Broadridge reports 87% of advisors have experienced “sustained changes in investor communication and engagement” in 2020.

Advisory Firms Receive Quiet Client Response to SEC Form CRS - Barron’s
Crickets…Yet, for every advisor - pay close attention!

EMPATHY - BEST SPEECH OF ALL TIME By Simon Sinek | Inspiritory - YouTube (14 minutes)
Simon Sinek’s undiscovered take on leadership, especially insightful, relevant and for the CEO of every advisory business.

Does Your Company Have a Long-Term Plan for Remote Work?
Time to start planning and “dig in” - the new rules of advisors and their teams and the workplace.

OKRs and Financial Planning - YouTube (11 minutes)
My favorite OKR trainer, Brett Knowles, on the linkage between financial planning and OKRs.

6 RIA M&A Trends to Watch Now | ThinkAdvisor
Carolyn Armitage has a clear set of trends to consider with regard to M&A activity in the RIA space.

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Topics: Leadership, Crisis