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.
We have ours firmly in place, and we stand ready to assist you with your independent journey and succession plan.
Learn how access to financing affects advisors' plans for business succession. Download the white paper now!
Stop Looking Back: A Forward-Looking Approach to International Equity Risk Allocation
Apr 02, 2018
Learn more about Cambridge's insight on how independent business owners can create long-term plans for the future.
Mar 25, 2015
Join Think Advisor for this live, interactive webcast and hear from industry experts as they discuss how advisors can protect their client during volatile times....
Mar 17, 2015
Clients are turning more to their financial advisors for guidance regarding how to handle their Social Security withdrawal strategy. Therefore, advisors need to not only...