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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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.
Solidify your cyber-strength with layered cybersecurity. Learn about password management systems and how combining them with two-factor authentication helps keep your online accounts safe.
Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees...
Jul 19, 2017
The first compliance deadline for the DOL’s fiduciary rule has kicked in … are you in compliance?
Jun 29, 2017
Join this complimentary webcast to dive into the imperative demand benefits professionals, employers, and HR representatives must meet when it comes to customizing benefits packages,...
Jun 28, 2017
Clients want to discuss health care costs in retirement. We can help break down options and costs so your clients can better prepare.