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.
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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.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
One of the most popular investment strategies may be one of the least successful.
Now may be a good time for investors to revisit their fixed-Income strategy.
Find out how to cut through interest-rate noise.
Sep 13, 2017
Join this complimentary webcast to learn a new way to evaluate vision benefits so you have truly useful information that will help you find the...
Aug 30, 2017
Join this complimentary webcast to learn strategies and tips that will improve enrollment for your clients and their employees.
Aug 29, 2017
Join this complimentary webcast for an in-depth discussion on the business cycle and finding fruitful opportunities to invest in each phase.