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