RIA Trend Report - Practice Management

In this chapter we present key findings and insights from our survey questions on practice management and operations, including advisors’ top initiatives for their business, services offered, the most time-consuming activities, custody relationships and documentation trends.

Highlights

Putting Some “Drama” in Your Social Prospecting

Jul 27, 2016

Broaching business conversations with social contacts is tricky. Few would refute this statement. Our research on advisors...

How to Avoid Socially Awkward Introductions

Jul 20, 2016

MIAMI — “The other night I was at a wine bar with a friend when I ran into someone from my MBA...

Five Success Factors to Put Client Experience in Focus

Jul 18, 2016

A great client experience is “right” all the way around—it delivers the right services to the right clients in...

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RIA Trend Report - Practice Management

In this chapter we present key findings and insights from our survey questions on practice management and operations, including advisors’ top initiatives for their business, services offered, the most time-consuming activities, custody relationships and documentation trends.

Download the full report.