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We wish to extend a special holiday gift to our friends on X: the opening video from #MSUM24. In the spirit of the season, we hope this lighthearted video provides a moment of joy, at the expense of @HDelux and @anthonystich. cnsl.me/MSUM24-Opening-Video

How well do you take advantage of your #AssetCustodian? They're deeply-resourced, so do you leverage their reach and depth fully? Shannon Rosic elicits #BestPractices from Chris Reedy, Ben Harrison and Bill Dalton. #MSUM24 @wealth_mgmt @Schwab4RIAs @Pershing @GoldmanSachs

Is your #ChiefComplianceOfficer a member of your firm's #ExecutiveCommittee? They should be, says Chas Reiling.... #MSUM24 @TradePMR

Chas Reiling advises that "#Compliance should be integrated into every aspect of your business," which, Kristen Benadom notes, means every area of your firm should be involved in developing systems and process adaptations to #RegulatoryChanges. #MSUM24 @TradePMR @HamburgerLaw

What's the recipe for "a bad compliance culture"? Treating your advisory business as "Us" and your #Compliance effort as "Them." - Dan Bernstein, @HamburgerLaw #MSUM24 #AllOnTheSameTeam #CriticalAndCandidConversations

When assessing #RegulatoryChanges, "First, it's important to step back and assess the impact on your clients and then on your firm." - Jonathan Macy, @HamburgerLaw. #MSUM24 #CriticalAndCandidConversations

How do you grow your firm to #Scale compliantly, given that both aspects of this challenge are evolving so quickly? Dan Bernstein, Kristen Benadom, Jonathan Macy and Chas Reiling provide insights to #GetItRight. #MSUM24 @HamburgerLaw @TradePMR

"A lot of advisors don' even recognize that they have a niche in their practice already." - Andree Mohr #MSUM24 @IntegratedFP #CriticalAndCandidConversations

#NicheBasedAdvice is a pathway to sustainable growth. Tina Powell solicits #BestPractices from Jorge Romero, Andree Mohr and Jordan Hutchinson on how to #GetItRight. #MSUM24 @IntentionLy #DestinyFamilyOffice @IntegratedFP @RFGAdvisory

Do you proactively manage the #Content you share with clients? Ed Morales, Brodrick Lothring, Michael Batnick and Johnny Sandquist explain why you should. #MSUM24 #ContentMarketing #CriticalAndCandidConversations #PinnacleGroupIFS @PodPonyLLC @RitholtzWealth @ThreeCrownsLLC

In case you missed it: cnsl.me/MSUM24-Opening-Video #MSUM24

"I think we're going to be the last generation to use #CRM systems." - Devon Drew (@Assetlinkai) #MSUM24 #CriticalAndCandidConversations

60% of firms haven't begun to use #AI. Have you uploaded all of your data to the cloud and organized it to be easily accessible and fully usable to serve your clients? #BestPractices on leveraging AI from #DevonDrew of @Assetlinkai #MSUM24 #CriticalAndCandidConversations

As Oleg Tishkevich of #Invent points out, one of the beneficial uses of AI is to aggregate data from disparate sources. And coders are now being encouraged (if not required) to use it. How are you using #AI? #MSUM24 #CriticalAndCandidConversations

"There should be #SafetyEducation about how to use #AI at your firm." - Kartik Srinivasan of #Advyzon #MSUM24 #CriticalAndCandidConversations

Could we have a conference and not dive deeply into #AI? Many sages believe it will transform the industry ... and John O'Connell, Devon Drew, Kartik Srinivasan and Oleg Tishkevich will share their perspectives. #MSUM24 @theoasisgrp @Assetlinkai #Advyzon @Inventus