One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices. So when thinking about which books would most benefit financial advisors, I tried to mix best practices, aspirational goals, and issues that impact the industry but also transcend it.
Two weeks ago, I had the pleasure of attending Joel Bruckenstein’s annual T3 Advisor Conference in San Diego. T3 offers a place where independent and hybrid financial advisors can test drive the latest and greatest in the FinTech world. One major takeaway for advisors this year was acceleration - the industry is changing, but in order for the industry to change, the technology has to change to support that.
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I’m a data quality specialist. I work with wealth management firms every day to ensure that their information is accurate and accessible on the AdvisorEngine® platform. However, it’s not all about facts and figures. As any good financial advisor knows, success in wealth management requires ‘intangibles’ such as good leadership. Below is my perspective on what good leadership means, and how to know if your leadership is translating to the rest of your team. I apply these to our data quality team, but these ideas are applicable across a wide variety of organizations and goals. I hope you find it thought-provoking.