Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
Internal rate of return on these businesses, in order to justify their capital outlay, will be the true measure of success. And their angel investors will pull the plug if they don't deliver.
Few things are more deflating than coming back from a very productive trip and having to fill out expense reports, but with Finra cracking down it is essential to find the right tools to protect you and your business.
Spending my formative years growing up in Miami Beach, one thing always remained true: if people five to 10 years older than me had heard of the hip places to go out at night, then those places were not worth going to.
The story of how George Bailey and his Building and Loan touched and influenced the small town of Bedford Falls and beyond draws strong parallels to the modern-day adviser trying to do what is right for his or her clients while protecting them from the Mr. Potters of the world.
What were once considered extra features have now become as much of a must-have as the seat warmers on new cars.
Understanding someone's technology explains more about their business than AUM ever could.
What separates most advisory firms from one another is not someone's investment prowess but rather their ability to serve their clients. To do that effectively, we sometimes have to “unscale” our business.
Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.
