Outcomes

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

Ready to transform how your IT organization drives business outcomes with AIOps? – Go Health Pro

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Ready to transform how your IT organization drives business outcomes with AIOps? – Go Health Pro

Artificial intelligence for IT operations (AIOps) solutions help manage the complexity of IT systems and drive outcomes like increasing system reliability and resilience, improving service uptime, and proactively detecting and/or preventing issues from happening in the first place. According to BMC research in partnership with Forbes Insight, more than 80% of IT leaders trust AI … Read more

How pronouns shape political outcomes in the German parliament – Go Health Pro

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How pronouns shape political outcomes in the German parliament – Go Health Pro

Does the use of pronouns such as “I” and “we” in political speeches affect the success of politicians? Drawing on new research, Robin Bachmann shows that political leaders in the German parliament have not only used “we” more frequently in recent decades but that this usage is linked to higher chances of re-election. In politics, … Read more

Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients – Go Health Pro

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Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients – Go Health Pro

Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. One component of this duty of care is an obligation to seek best execution of client securities transactions. While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it … Read more

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