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.
Some financial decisions need to be prudent. And sometimes you just need to grab a chainsaw, head out in to the world and slaughter legions of the walking dead.
The independent b/ds are now formidable competitors to the big wirehouses. Branch managers ought to take a page from the independents to lure and keep their top talent.
Positioning yourself as an expert on a particular niche of financial planning is a great strategy, but how do you convince others of your acumen? Our panel of experts have some tips.
