Insights

By Verne Marble, Director of Business Development / Year-end numbers are being tallied for organizations and leaders will soon know how their results will shake out. Regardless of the outcome, a structured approach to your sales journey is essential to accelerating your focus on the right types of leads, getting to a faster “no” for non-optimal opportunities, and ultimately, driving more efficiency and profitability into your growth equation. After...

By Phil Coniglio, Chief Information Security Officer / It seems that every time you read the news, another organization has suffered a data breach. One of the most effective ways for attackers to gain unauthorized access to an organization is through a phishing attack. Verizon recently shared its 2021 Data Breach Investigations Report (DBIR).  After examining over 5,000 confirmed breaches, Verizon found that phishing remains one of the...

By Jim Perhacs, Managing Director, Chief Operating Officer / When at-home and work priorities are constantly shifting, especially during summer and back-to-school months, it can be easy to overlook what’s happening in the office. Much like you schedule regular checkups at the doctor or maintenance on a car, we recommend an annual financial practice checkup. The Private Advisor Group team sat down with our Chief Operating Officer, Jim Perhacs,...

By Anne Mortera, Director of Advisor Growth & Engagement / In 2021, more than 25% of the American workforce is expected to continue to work remotely[1] – but many are starting to phase back into the days of commuting, being in a physical office space again, and business travel is starting to pick up. As we inch closer to returning to the office, select professions like financial services, where many...

By Verne Marble, Director of Business Development / The taste of freedom and flexibility the world experienced as a result of working from home during the pandemic has many financial advisors wondering “what’s next” for them in their professional journeys. If you are an advisor considering going independent, you’re probably asking the question, “Which business structure is better, starting my own Registered Investment Advisor (RIA), “tucking-in” to an...

By Phil Coniglio, Chief Information Security Officer / As financial professionals, every day your computer, your network, and your employees enter the cyber battlefield against an ever-growing and more sophisticated army of cybercriminals. Their goal is ultimately to make a quick buck. And, those bucks can easily become six figures in a matter of just a few clicks. If they can’t get your money easily, they’ll gladly take...