How Investment Advisors Are Tackling Leadership Challenges – SPONSOR CONTENT FROM TD AMERITRADE

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The challenges facing leaders today create a complex business landscape: Your business is more global, the pace is faster, technology is reframing your competitive world while customers, armed with more information and more choices, are changing their expectations and demands.

That picture also reflects the challenges that face the more than 6,000 registered investment advisors who work with TD Ameritrade, leaders of firms that manage a total of more than $3 trillion of assets for their clients. While they deal with the increasing complexity of the financial world, market volatility and a changing regulatory environment, these advisors also manage their own businesses and face their own leadership challenges around growth, technology, sustainability and customer relationship.

That’s why TD Ameritrade recently brought together a group of 200 top registered investment advisors (RIAs) for a leadership conference at The Broadmoor in Colorado. The three-day event

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Back in September with Season Two!

We’re delighted to be making more episodes of Women at Work for you.

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Help shape our conversations by responding to these questions. You can answer as few or as many as you’d like:

  • What work decisions do you struggle with? Do you overthink? Stress about making the best choice? Is there a strategy you’ve found useful in making complex decisions? Ever wonder if being a woman influences your decision making?
  • Tell us about a time when a colleague took credit for your idea: What happened? How did it make you feel? Did you speak up about it? And what about when you’ve made it clear that you alone were behind a success: How did you do it? How did taking ownership make you feel? What questions do you have about claiming credit?

Annoying Subordinates

Does your direct report get on your nerves? In this episode of HBR’s advice podcast, Dear HBR:, cohosts Alison Beard and Dan McGinn answer your questions with the help of Art Markman, a psychology professor at the University of Texas at Austin and cohost of the podcast Two Guys on Your Head. They talk through how to manage someone who is unlikable, overly polite, or passive-aggressive.

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Listen to more episodes and find out how to subscribe on the Dear HBR: page. Send in your questions about workplace dilemmas by emailing Dan and Alison at dearhbr@hbr.org.

From Alison and Dan’s reading list for this episode:

HBR: How to Help an Employee Who Rubs People the Wrong Way by Rebecca Knight — “If you’ve ever cringed in a meeting when your direct report was talking, you know how tough it can be to watch a team

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The Key to Agile Success? Focus on Outcomes, not Metrics – SPONSOR CONTENT FROM CA TECHNOLOGIES

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To be truly competitive in the digital economy, you must be built to change. Companies across the globe are faced with new competitive threats, changing market dynamics, new technology disruption and evolving customer needs, and the pressure is on for companies to be able to sense and respond to those changes and deliver better products and services to customers, faster. So organizations today are staying ahead of the curve by scaling agile and building agility into everything they do, and extending agile techniques and practices across teams, teams-of-teams, non-IT organizations and even across the business as a whole. This new way of working has huge ramifications for those who will win, and those who will not.

Using AI and Machine Learning for Agile Development and Portfolio Management – SPONSOR CONTENT FROM CA TECHNOLOGIES

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You’ve probably already heard of the rise in artificial intelligence (AI) and machine learning (ML) across many industries and applications. But, what about the application of AI and ML to agile development, testing and even portfolio management?

We’re all striving to deliver better products faster to meet customer needs in the marketplace and stay ahead of the competition. For nearly two decades, many companies have utilized the principles within the Agile Manifesto to deliver faster time-to-market than traditional, or linear development models.

So what is sparking the need to deliver even faster now and where do AI and ML fit in?

It’s All About the Data
We are in the age of instant

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How to Become More Self-Aware

Tasha Eurich, an organizational psychologist and executive coach, talks about why we all should be working on self-awareness. Few people are truly self-aware, she says, and those who are don’t get there through introspection. She explains how to develop self-awareness through the feedback of loving critics and how to mentor someone who isn’t self-aware. Eurich is the author of the book Insight.

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The Future of Human-Machine Partnerships in Business and Everyday Life – SPONSOR CONTENT FROM DELL TECHNOLOGIES

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Will technology cost jobs in the long run, or increase them? Who is set up best for success in the fourth industrial revolution? In this edition of Trailblazers, a podcast series brought to you by Dell Technologies, we investigate the future of robotics. Join Walter Isaacson, former CNN Chairman and CEO, as he and Gary Shapiro, President and CEO of the Consumer Technology Association, discuss how digital disruption will improve our lives.

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Walter Isaacson, host

Let me introduce Gary Shapiro, a long-time friend of mine. Head of the Consumer Technology Association but he’s also written a lot about innovation. Give us the history of robotics and machine learning as part of the CES industries that your Consumer Electronics Industries, when did they become big and your show and what issues do you face?

Gary Shapiro, Consumer Technology Association

Well, it’s going about 20-30%. We’re seeing artificial intelligence

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5 Practical Ways to Engage a Geographically Distributed Workforce – SPONSOR CONTENT FROM DATASTAX

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Like many technology companies, DataStax competes with some of the world’s largest enterprises for top talent. We’ve come to realize that much of that talent is located outside of Silicon Valley, and even outside of the typical urban areas where a company might naturally look for new talent.

Over the past seven years as CEO of DataStax, I’ve worked hard to understand the best ways to foster collaboration and leverage the talent of a distributed workforce. Below are the five steps that we believe companies must take to ensure that their teams can thrive and have a sense of belonging despite being geographically distributed.

1. Name It

If you want a distributed culture, it’s not going to happen by accident. The first step in being successful is to be intentional, and that means boldly declaring that you are a “distributed company.” Sounds trivial, right?

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Bill Clinton and James Patterson on Collaboration and Cybersecurity

Former U.S. President Bill Clinton and author James Patterson discuss their new novel, The President is Missing, in which a fictional president fights a cybersecurity attack amid intense political dysfunction. The coauthors share their lessons for collaborating across disparate skillsets — “clarity on the objective” and “don’t be afraid to admit what you don’t know.” They also talk about their research into cybersecurity threats and how realistic their thriller scenario could be.

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Office Spaces

Is your office killing your productivity? In this episode of HBR’s advice podcast, Dear HBR:, cohosts Alison Beard and Dan McGinn answer your questions with the help of Pete Bacevice, a workplace researcher at the global design firm HLW and the University of Michigan’s Ross School of Business. They talk through how to survive in an open office, deploy teams across multiple buildings, and ask for a better workspace.

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Listen to more episodes and find out how to subscribe on the Dear HBR: page. Send in your questions about workplace dilemmas by emailing Dan and Alison at dearhbr@hbr.org.

From Alison and Dan’s reading list for this episode:

HBR: How to Make Sure People Won’t Hate Your New Open Office Plan by Brandi Pearce and Pamela Hinds — “Despite optimistic assertions about the benefits of open office space, outcomes are mixed. In some cases,

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Ask Better Questions

Leslie K. John and Alison Wood Brooks, professors at Harvard Business School, say people in business can be more successful by asking more and better questions. They talk through what makes for a great question, whether you’re looking to get information or get someone to like you. They’re the coauthors of the article, “The Surprising Power of Questions,” in the May–June 2018 issue of Harvard Business Review.

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How AI Is Making Prediction Cheaper

Avi Goldfarb, a professor at the University of Toronto’s Rotman School of Management, explains the economics of machine learning, a branch of artificial intelligence that makes predictions. He says as prediction gets cheaper and better, machines are going to be doing more of it. That means businesses — and individual workers — need to figure out how to take advantage of the technology to stay competitive. Goldfarb is the coauthor of the book Prediction Machines: The Simple Economics of Artificial Intelligence.

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How B2B Companies Can Grow with Ecosystem Orchestration – SPONSOR CONTENT FROM ACCENTURE STRATEGY

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B2B companies are struggling with a loss of control over the customer experience (CX) today. As they grow their indirect channels, this issue will only get worse.

With their future growth prospects at stake, B2B executives must determine how to improve CX—while ceding more of the experience to their partners. The answer lies in adopting an ecosystem mindset, providing key partners the tools they need to grow their businesses, and orchestrating a trusting environment that encourages the right partners to deliver the right experiences that will drive connected growth.

B2B leaders know that customer experience is the gateway to growth. Ninety percent of them believe CX is crucial to their companies’ strategic priorities. And 75 percent believe CX will be even more important in the next two years. Acknowledging the importance of CX is one thing. Delivering experiences that produce more B2B sales is another.

Selling in the digital age

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How Technology Is Changing M&A in the U.S. – SPONSOR CONTENT FROM ACCENTURE STRATEGY

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Traditionally, companies that have acquired others or merged have done so to drive synergies, acquiring targets similar to their own organization. But digital deals—fast gaining M&A share—are different.

In a digital deal, the acquiring company pursues technologies or capabilities it does not possess. The rise in digital deals indicates many large organizations are realizing organic growth will not give them the rapid rise in digital capabilities they desire. They pursue these capabilities with dogged determination because digital fuels new business growth, the Holy Grail of today’s activist shareholders.

M&A activity overall has trended upward for decades. Accenture Strategy research shows 87 percent of U.S. respondents indicate their firm acquired another company in the past two years, while nearly a third acquired five or more companies.

The rush for digital capabilities

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How to Become a Future-Ready Business – SPONSOR CONTENT FROM ACCENTURE STRATEGY

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Changing consumer needs, combined with shifting workforce expectations, are altering the competitive landscape and dictating transformation of existing company operating models for consumer industries.

These companies are facing wholesale change—from defining how technology reinvents entire functions to how the organization manages new workforce models to how to unlock value with cross-industry ecosystems.

But it is not just the nuts and bolts of a company that need to change. Stakeholders demand a new level of accountability and corporate responsibility from the C-suite. To turn a profit is no longer enough. Outcomes must work not only for the business itself but also for the greater good of a larger group—consumers, the workforce, shareholders, communities, and the environment.

Nimble digital competitors are showing growth that the largest consumer goods and retail companies are not, for multiple reasons. While disruptive technologies negated many of the advantages historically enjoyed by only large companies with scale,

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Lateral Moves

Could a lateral move help your career? In this episode of HBR’s advice podcast, Dear HBR:, cohosts Alison Beard and Dan McGinn answer your questions with the help of Priscilla Claman, a career coach and former HR executive. They talk through when making a lateral move will push you forward and when it will hold you back.

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Listen to more episodes and find out how to subscribe on the Dear HBR: page. Send in your questions about workplace dilemmas by emailing Dan and Alison at dearhbr@hbr.org.

From Alison and Dan’s reading list for this episode:

HBR: Managing Yourself: Job-Hopping to the Top and Other Career Fallacies by Monika Hamori — “While step-downs generally detract from a CV, a lateral move is by no means a career killer. It may in fact prove beneficial in the long run if done wisely. For instance, a

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Dual-Career Couples Are Forcing Firms to Rethink Talent Management

Jennifer Petriglieri, an assistant professor of organizational behavior at INSEAD, asks company leaders to consider whether they really need to relocate their high-potential employees or make them travel so much. She says moving around is particularly hard on dual-career couples. And if workers can’t set boundaries around mobility and flexibility, she argues, firms lose out on talent. Petriglieri is the author of the HBR article “Talent Management and the Dual-Career Couple.”

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Ocado Is Transforming Online Grocery Shopping with AI, But A Skills Challenge Lies Ahead – SPONSOR CONTENT FROM OCADO 

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Artificial Intelligence (AI) offers the prospect of a frictionless existence, making us more efficient, helping us prevent mistakes, spotting the onset of potential problems before they become problems, and enabling us to spend more time on the things that really matter to us.

It is still “early days” for AI. Consumers have yet to get a real taste for it, but when they do, it will become a powerful new drug. They will demand that all their products display this new level of smartness, develop a hunger for applications and services to get ever smarter, and expect them to “play smartly” with one another. This “smartness” will become an important source of differentiation. This has been our experience at Ocado, a leading online-only grocery retailer, as we’ve embedded AI across our technology estate.

AI at Ocado
At

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Time Is of The Essence: How Leading Marketers Match Messages to the Right Moments – SPONSOR CONTENT FROM GOOGLE


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A few years ago, it was clear that mobile technology was changing the way people searched when they wanted to know, go, do or buy. With advancing technology, people are again changing how they search — and time is of the essence.

Google data shows that in the U.S., search interest for “open now” grew 300 percent from June 2015 to June 2017. During that same period, mobile searches related to “same-day shipping” grew 120 percent. And travel-related searches for “tonight” and “today” grew 150 percent.

Perhaps it’s no surprise that as people navigate life from the palm of their hand — or with just their voice — they’ve become more curious, more impatient and more likely to make decisions on the fly. As people search for answers, assistance becomes the new marketing battleground. And the biggest challenge

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