2017 Best Practices Awards and Workshop

October 24, 2017 | Runtime: 3:31

2017 Best Practices Technology winners share the technology that's helping them stay ahead of the curve.

October 24, 2017 | Runtime: 2:05

2017 Best Practices Compensation and Staffing winners explain what their firms are doing to go above and beyond for their staff.

October 24, 2017 | Runtime: 6:54

The modern advisory firm is continuously evolving. Craig Pfeiffer and Brie Williams offer their take on what makes these firms successful.

October 24, 2017 | Runtime: 2:26

Mark Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, offers tips for firms struggling to achieve productivity and profitability.

October 24, 2017 | Runtime: 2:24

Linda Ding of Laserfiche breaks down how mobile has changed the financial landscape and what tech innovations advisers should have on their radar.

October 21, 2017 | Runtime: 4:37

Segmentation has become more of a topic of interest to advisers these days. Bill Thomas of Northern Trust Asset Management explains the best practices that firms should engage in when creating segmentation.

October 21, 2017 | Runtime: 2:06

With an abundance of merger and acquisition activity, advisory firm leaders can use these opportunities as a strategic means to accelerate the growth of their firms. Jason Carroll of Live Oak Bank explains.

October 21, 2017 | Runtime: 2:28

Even the best strategic plans are only effective when they are supported by great leadership. Amir Ghannad of The Ghannad Group explains the importance of being more than a boss and how firm leaders can create a vision and culture of success.

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