It's not hard to think up how a firm, any firm, could be better organized. The trick--and it's a big one--is to actually make the transition to the new organizational structure. For one thing, you have to overcome the workload inertia of just doing things the old way because "we're in a hurry, and it's easier." For another, no matter how much people want to make their firm better, major change is scary for everyone in the firm, whether they admit it or not. Even if, as was the case with Financial Management Group, it's the employees who are asking for change, making real changes is still hard. It sometimes takes years to transition into a new organization, getting people in the right jobs, finding their unique strengths, making lead advisors into managers, and all the other steps.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
Explore ways in which you can manage client expectations - while still delivering the best possible experience - with the help of an advisor team.
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Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
Oct 14, 2015
Hear from industry experts regarding what actions advisors should be taking now to prepare their clients for the next 12 months.
Sep 17, 2015
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