Inside Information

    Inside Information Newsletter 

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     View the 2014 Archives
     

     2015  
     

    February 2015  In this issue...
    • The Other Dimension Of Risk: Roger Gibson and Christopher Sidoni offer the best analysis yet of the dynamics that has today’s clients questioning their investment returns in their AICPA Advanced PFP conference presentation.
    • Your CRM Buyer’s Guide: Stumped about how to evaluate the CRM offerings on the market? Try this tool.
    • The Apps Office: 26 useful (and inexpensive) tools for your practice.
    • Technical Tips: The Best Ideas panel discussion at the AICPA Advanced PFP conference was, once again, one of the best sessions we'll see this year.
    • Parting Thoughts: What to watch for this year from a discussion at the AICPA Advanced PFP Conference.

    January 2015  In this issue...

    • Successful Service Structures: It’s easy to divide clients into different levels based on how much they pay you. Giving different service to different tiers is much harder. 
    • Re-Assessing the Odds: Index funds, hands down, beat the aggregate of actively-managed funds. But new research is suggesting better ways to find winning managers.
    • On-Boarding Made Easy: A new client onboarding system that is so simple, your junior staff could manage it without you.
    • Parting Thoughts: Better strategies for coping with the unexpected, and making the most of the new year. 

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