2017 Best Practices Awards and Workshop
October 24, 2017 | Runtime: 1:45
Financial advisers come back again and again to learn the latest strategies and trends in compensation, staffing, fees and drivers of profitability.
October 24, 2017 | Runtime: 3:31
2017 Best Practices Technology winners share the technology that's helping them stay ahead of the curve.
October 24, 2017 | Runtime: 2:05
2017 Best Practices Compensation and Staffing winners explain what their firms are doing to go above and beyond for their staff.
October 24, 2017 | Runtime: 6:54
The modern advisory firm is continuously evolving. Craig Pfeiffer and Brie Williams offer their take on what makes these firms successful.
October 24, 2017 | Runtime: 2:26
Mark Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, offers tips for firms struggling to achieve productivity and profitability.
October 24, 2017 | Runtime: 2:24
Linda Ding of Laserfiche breaks down how mobile has changed the financial landscape and what tech innovations advisers should have on their radar.
October 21, 2017 | Runtime: 4:37
Segmentation has become more of a topic of interest to advisers these days. Bill Thomas of Northern Trust Asset Management explains the best practices that firms should engage in when creating segmentation.
October 21, 2017 | Runtime: 2:06
With an abundance of merger and acquisition activity, advisory firm leaders can use these opportunities as a strategic means to accelerate the growth of their firms. Jason Carroll of Live Oak Bank explains.
October 21, 2017 | Runtime: 2:28
Even the best strategic plans are only effective when they are supported by great leadership. Amir Ghannad of The Ghannad Group explains the importance of being more than a boss and how firm leaders can create a vision and culture of success.