It's 2026 & ITS GO time ! GO= Results OR Get Out !Time to put $ & mouth together & stop the gaslighting & BS. Action+Results+Real "Digital Transformation." Clients & Employees want results from the Board & low producing Executives Who have no personality.
++Transparency~Publish Board Minutes & Agenda++employee, retiree, and client representation on board++
++Transparency~Publish Executive Compensation Packages++
++Transparency~Publish full financial & audit report in Annual Report
++Transparency~Publish full Rating Agencies reports on website++
++Transform Website++
++Transform Mobile App++
++Add Brokerage Accounts++
++Add Managed Accounts++
++Add Financial Plans++
++Add Retirement Score Calculator on Website++
++Reduce work loads for Client Relationship Managers & overworked and underpaid segments in Operations++
++New Leadership Over Operations, IT & Sales++
++Rebrand & change corporate name and hire a PR Firm to clean up poor external image++
++Automate all distributions & loans++eliminate paper like it was supposed to be done 15 yrs ago
++More CRM support & stop the wage theft working 60 hours per week++
++Change investments in 401k++
++Allow clients to communicate with Text & Chat++
++eliminate team CX as they SuCX. Use Mediallia to survey the F.u.CK out of participants
fire all non performers
- Streamline workloads for CRMs & Administrations Operations++new leaders needed !
cut Executive Pay & 3 Year Special Pay Shares
put laugh track of CFO on corporate website just for s.chits & giggles - stop running behind competitors & get your
as--stogether w/system upgrades & legislation
Implement associate solutions & stop paying consultants through the nose
Eliminate 50 page performance review process & eliminate monthly webinars**
~~stop posting on Linkedin during company time & ban por.n during business hours
fire heads of sales, it, admin ops, hr, call center, & all current execs & board mbers
get Andrew cuomo, chris cuomo, & eric adams on board
Trying to get through the NEW yorker