Don’t Be A Dinosaur

Business development is going through a technology-fueled evolution, yet the professional realm remains littered with organizations and individuals resistant to this transformation. Some call them late adopters, but the term “dinosaur” is also appropriate. Just as the Cretaceous Period saw the abrupt end of T-Rex and his reptilian kingdom, the Digital Age will be unforgiving […]
3 Reasons Why Third-Party Credibility Is Crucial For Advisors

Last month the SEC continued its crawl towards contemporary communications guidelines for investment advisors by allowing the use of third-party social media endorsements. The new guidelines prohibit advisors from cherry-picking endorsements, meaning they may only accept testimonials from sites that allow both positive and negative reviews. For example, advisors are still barred from accepting LinkedIn […]