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.
To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For...
Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.
Introducing an Advanced Investment Product Advisor Course at CFFP & a presentation focusing on financial planning, expectations and strategies for different generations.
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
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If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
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This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for...