Finding workflow solutions specific to your firm can be made easier once you define the actual business you are in and the client service experience you want to deliver. For example, directing a business focused primarily on managing the investments of 401(k) plans is relatively simple. The processes for procuring clients, taking deposits, reporting results, serving participants, and relating to the economic buyer are quite different from how you would serve a high-net-worth client and his family. Your optimal client and the business you want to build inform how you structure workflow, hire and reward staff, and deploy technology effectively.
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.
Consider the benefits of converting to a fee-based model, along with comparing it to a commission structure.
We've developed strategic and tactical workflows to help you get easy, flexible workflows to help you through most scenarios.
Let’s take a closer look at those risks and the potential impact they may have on a firm.
Dec 13, 2016
Join this complimentary webcast that will provide a deeper appreciation for these client segments and their needs, and show how advisors can offer protection and...
Dec 08, 2016
Join this complimentary webcast to hear best practices and next steps for operating effectively in the face of fiduciary regulations.
Nov 30, 2016
Join this complimentary webcast that will provide cybersecurity tips for compliantly protecting firm & client data.