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.
Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it’s even harder to actually sell. Here’s a game plan.
The opportunity for “differentiation” in financial services may mean simply moving beyond the clichés that dominate so much of the industry’s marketing.
