Index
A
Accountability:
in delegating responsibility, 6–7
in workflow management system, 10
Accounts, social media and management of, 106
Acknowledgement, of micromanagement tendencies, 10
Act 4 Advisors, 126
ACTG. See Advanced Concept & Technology Group (ACTG)
ActiFi, 162
Activities log, 13, 1514
Adam's-apple-jump, 39
Adaptive strategic thinking (AST), 12, 13
Administration guidelines, 41
Advanced Concept & Technology Group (ACTG), 147
Advent (Portfolio management systems), 28
Advice, seeking, 10
Advice America, 99
Advisors Assistant, 65, 87–88, 92, 111, 120
Advisor Software, Inc., 81
Advisor Websites, 108
Á-la-carte pricing, 126
Alessandra, Tony, 52
Amazon.com, 69, 70
American Mathematical Society, 122
API. See Application programming interface (API)
Application programming interface (API), 85
ASI Advisor Software, 81
ASI Portfolio Rebalancing Solutionsm, 81
Assessing readiness levels, 6
Assets-under-management (AUM), 109, 110, 125–126
Assignment, as element of workflow management system, 10
AST. See Adaptive strategic thinking (AST)
At-will employment laws, 50
Auditory distractions, 135–138
AUM. See Assets-under-management (AUM)
B
Background information, hiring and, 38–39
Back Office Support Service (BOSS), 26–27
Ba Gua mirrors, in Feng Shui tips, 142
BAM Advisor Services, LLC (BAM), 28
Barrea, Rick, 52
BCPs. See Business continuity plans (BCPs)
BCRP. See Business continuity and resiliency planning (BCRP)
Benefits, ...
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