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.
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.
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It's not when you retire. It's how you retire.
In this White Paper, we share five steps to help you build a risk management program that enables the benefits of text messaging while protecting...
Many are uncertain about fiduciary regulations, but one thing is clear. Your clients expect you to act in their best interest when it comes to...
Apr 12, 2017
Energize your firm’s productivity with technology by joining the experts at Envestnet as they share how to increase profitability and gain a competitive edge with...
Mar 30, 2017
Join this complimentary webcast for expert advice on what steps to take to prepare for whatever comes next.
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.