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.
Minneapolis—“We’ve got to make a change in our support personnel,” John explained with a rather painful expression. “My personal assistant just isn’t capable of communicating clearly with the other players on the team.” Ouch! We’ve all been there...
Financial advisors are feeling pressure to get on the social media bandwagon. But will canned content and compliance-approved writings drain the life out of a spontaneous, free-flowing medium?
It’s no secret that many branch managers feel their firms now view them more as “costly overhead” rather than as talented coaches and leaders who can greatly benefit their firms’ bottom lines. And lately it seems more rank-and-file financial...
Fort Lauderdale: "You make it sound easy," moaned Bill. "When asked, I should be able to easily tell someone what I do, especially an affluent prospect. Heck, I've been through all the training and I’m on a big team." Bill was reacting to one of...
