Posts by jswanson
The Two Most Important Questions to Answer When Choosing a Financial Advisor
Jason Brown, Director of Advisor Success, Foster Group
In working with over a hundred prospective clients in the past five and a half years, here are the two most important questions to ask yourself when …
Read MoreIs it Praise or Encouragement?
BY ROWENA CROSBIE, president, Tero International
Is there a difference between praise and encouragement?
We’ve heard that it is important to praise people for a job well done. We hear parents and leaders alike say …
Read MorePurpose Before Portfolio
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
“I’m looking for maximum return with as little risk as possible.”
That probably sounds familiar because it seems to be on every investor’s wish list. The …
Read MoreStill Searching for the One?
Jason Brown, Director of Advisor Success, Foster Group
Let me be blunt: You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, …
Read MoreDo you know who you are as a Leader?
BY ROWENA CROSBIE, president, Tero International
Do you know who you are as a leader? The changes we experienced in 2020 continue as we regroup and recalibrate where we work and how we work from …
Read MoreBuilding your cybersecurity team
BY DENNY FISHER, Chief Client Experience Officer, ACS
Organizational security is not the job of the IT manager, CIO, CTO or any single person in a company. The entire organization must be aligned as a …
Read MoreAre You Afraid of (Market) Heights?
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
“I don’t have a fear of heights. I do, however, have a fear of falling from heights.” – George Carlin
The first album (yes, a 33 …
Read MoreBudgeting: Prioritize technology
BY DENNY FISHER, Chief Client Experience Officer, ACS
It’s that time of the year again, budget season. With the end of 2021 fast approaching, your team is rapidly closing out IT projects and initiatives and …
Read MoreYou hired the best…but can you keep them?
BY ROWENA CROSBIE, president, Tero International
You have just brought on some high-potential employees you want to retain and promote over time. Yet research says the statistics for retention of high potentials are not good. …
Read MoreTechnology is the new wingman
BY DENNY FISHER, Chief Client Experience Officer, ACS
Just like Maverick had Goose, your business needs a wingman, and that wingman is technology. Technology can help attract new revenue, protect you from threats and create …
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