|
||||
|
by Linda Bowers, Partner & Senior Vice President, Stratix Consulting Technology costs represent a significant portion of a company’s annual expenditures. As a business leader, not having a solid understanding of these costs can put your business at a competitive disadvantage. Here are the three technology numbers every business leader needs to know. 1. What is the … by Bill Rourke, President, Salentica Inc. I am just catching up from 3 days at a conference and updating our CRM with the opportunities and contacts we made. The process is not a lot of fun, but very important. During the 3 days I collected a lot of information on opportunities and firms we work with. … by Linda Bowers, Partner & Senior Vice President, Stratix Consulting Implementing a core Wealth Management system can be a daunting task whether it’s portfolio accounting, portfolio management, performance management, CRM, or risk management. Finding the right Project Manager can be just as challenging. Here are five key “must have” elements that can make all the difference … by Bill Rourke, President, Salentica Inc. Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements. Unlike meetings, a client’s statement will be around for months or years. The statement represents the wealth firm’s brand. Wealthy clients today are looking and …   ----------------------- |
 |
|||
|
|
||||
