Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession, and to better portfolio performance because Bob can concentrate on that ability of his rather than on running the business. But in addition to the improved financial and portfolio results now, there's a more long-lasting benefit. Because the firm is composed of a team of folks all taking responsibilities for their own jobs rather than being Bob Reed's one-man show, Personal Financial Advisors is undoubtedly more valuable as a business, which may come in handy for Bob in the future.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
STP can be described as electronically capturing and processing transactions in one pass, from the point of first 'deal' to final settlement.
This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.
By creating an informed, well-thought-out business plan, you can navigate today’s challenges and set a course toward growth.
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
Feb 07, 2017
The DOL fiduciary rule is quickly approaching the first compliance date, effective April 10th, with full implementation starting January 1, 2018. Is your business on...
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...