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.
Gen-Y recruits have very different expectations from work than their older colleagues. So as more baby boomers age out of the business, office managers who know what makes millennials tick will have an edge.
The mass affluent aren’t worth a planner’s time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
Chicago: “I’m wasting my time chasing some of these prospects,” moaned Wally during a coaching session with one of our coaches, he then further explained his angst with “I’ve been chasing a guy for three years and I just learned that he ...
