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  1. Leah Golob
    A layered approach can help ensure that if one line of defense fails, another will provide protection
  2. George Hartman
    A massive wave of technological change is redefining the way financial advisors do business
  3. George Hartman
    George Hartman, CEO of Market Logics Inc., talks about the ways new technology will profoundly change the business model of financial advisors. Part three of a three-par series, “The technology tsunami: How to ride the tide.”
  4. George Hartman
    In part two of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients.
  5. George Hartman
    In part one of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success.
  6. Leah Golob
    Avoid these common self-destructive thought patterns
  7. Leah Golob
    Resolving disputes positively can improve self-respect among staff
  8. Leah Golob
    Set boundaries and ensure business-related information is secure
  9. Leah Golob
    It’s tempting to check in with the office, but hitting the hit the pause button pays dividends in the long run
  10. Fiona Collie
    Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly