In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
The following is an excerpt from our new book, Best Practices of Elite Advisors, co-authored by Stephen Boswell andbased on three years of Oechsli Institute research on elite advisors.It contains a real-life illustration of the power of afflue...
Office managers should help advisors understand that the immediate needs of clients who suddenly come into riches have nothing to do with financial planning.
Moving to another firm can be like entering a war zone—the biggest threat being client casualties. The most successful firms are those that help advisors hang on to clients through the transition.
