Blog

A Study Group Can Move You to the Head of the Class

Written by Lisa Crafford​

In the past several years, the rate of change in our industry continues to increase at an increasing rate. It is becoming more and more difficult to truly know it all (and do it all!). Technology, operations, compliance, human capital, growth, marketing—how do advisors keep ahead of trends, make timely decisions and increase business efficiencies without outside help?

Finding Your Voice Online

Written by Marie Swift

When I established Impact Communications in 1998, I thought long and hard about what I wanted to do and who I would do it for. My personal mission statement then – and now is to “find my voice and to help others find theirs.” It took awhile, but I eventually did find my voice and have been helping others – both in the personal realm and in the financial world – find theirs. It is gratifying work.

Managing All Kinds of Change

Written by Lisa Crafford

One of the sessions I will be participating in at this year’s Insiders Forum is titled “Managing Change.” After my experiences over the past few months, I certainly have plenty of material!

Something New in the Advisor Space

Written by Bob Veres

In my Financial Planning magazine columns, I’ve laid out ways that the traditional conference experience needs to evolve. Why? Because most conferences today feel like they were born in the Dark Ages. You are provided with the same essential format that served advisors 20 or 30 years ago, when the profession was a very different place. 

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