The ClientWise Blog

Curated Content for Financial Leaders (Week of July 20)

Posted by Ray Sclafani on Jul 17, 2020 3:52:36 PM

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

The Most Innovative Companies 2020: The Serial Innovation Imperative
BCG’s Report, The Serial Innovation Imperative, provides a number of key insights. In a turbulent, fast-changing world, innovation success means getting it right over and over again.

Consumer Advocates Call for Longer DOL Fiduciary Rule Comment Period
The most up to date information on the changing Fiduciary Rule by Patrick Donachie.

The Joy of Procrastination on Apple Podcasts: Ep092
Dan Sullivan of the always provides great insight. One of the most influential professionals in my life and business. The banter between Dan and Dean is fun, light-hearted, and insightful.

How to schedule a Zoom webinar for maximum success.
While you may not need to know how to launch a Zoom meeting, a webinar can be a bit trickier. What to know and “how to” in less than 10-minutes.

PPP loans and financial advisors: 5 key takeaways from Small Business Administration data | Financial Planning
What you need to know about the PPP loans and financial advisors.

#FinServ News List Curation on Twitter - Sign up
184 Members | Curated content: It’s What #FinServ News ClientWise and I follow. Check it throughout the week.
Kitces outlines a clear set of duties every advisor should review again.

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