CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
Many firms have yet to start their planning for the eventual move to T+1. This is a large risk to their business and is likely to result in increased costs to achieve compressed time frames resulting from their delay to act.
Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia
John joins a round table discussion of Your Digital Marketing Presence for financial services and wealth management firms with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast. Listen Now
Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency prices. Wealth management firms can be attractive to ransomware groups. The recent ransomware attack by DarkSide on the Colonial Pipeline highlights how crippling ransomware attacks can be on a...
Flourish Studios created an animated bar chart titled the Biggest Fast Food Chains in the World 1971-2019 (Stores)1. The animation is an incredible view into a changing industry. The animation is interesting, but the stories behind some of the rapid growth spurts that you see in the animation are even more interesting. In this post...
John discusses your firm’s Unique Value Proposition and why it is so important for growing your financial services and wealth management firm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence. Listen to the Interview
John delivers a Master Class on how to build your Unique Value Proposition for your wealth management firm for First Ascent Asset Management. Learn More
