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All items tagged with: innovative thinking

Life Purpose: Ideas vs Execution

Posted: September 19, 2017
Posted in: Strategic Thinking, Current Issue , knowledge bureau, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Program, business development, leadership

“Ideas are a commodity. Execution of them is not.”

Michael Dell, founder & CEO, Dell Technologies

Thought Leaders: What Characteristic Should Every Entrepreneur Possess?

Posted: September 19, 2017 By : Knowledge Bureau
Posted in: Breaking News, Practice Management, Strategic Thinking, Current Issue , knowledge bureau, Evelyn Jacks, professional development, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Network, Executive Business Builders Program, career growth, business development, EBBP, future-proof careers

Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?