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.
We answer six advanced questions from financial advisors about the professional social networking site.
Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
Sep 17, 2015
Join this exclusive webcast with Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, who will share his insights.
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.