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.
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A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
Discover the significant advisor opportunities to build stronger client relationships, referrals, and next generation prospects by helping clients tackle estate planning with ease.
The tactical and structural opportunity in the market’s sweet spot
Gain insight into what plan sponsors really want
Sep 28, 2017
Given the unique retirement challenges many women face, there are key considerations and strategies that may help you optimize your female clients’ Social Security. Join...
Sep 27, 2017
Join this complimentary webcast to learn ways to become more proactive.
Sep 21, 2017
Join an engaging discussion, fueled by new research, that reveals consumer and advisor perceptions about market volatility.