In a growing advisory practice, particularly one with more than one office, span of control becomes another big challenge. Cultural breaks often occur when satellite offices are not included in the mainstream. It helps to embed culture carriers from the main office into the other locations. Further, most technology solutions for RIAs are not geared to multi-office operations, so firms may need to think about how they will build bridges, links, and processes that can be managed across offices and among many different people. Quality control processes like the review of work papers and recommendations by a detached partner or principle may become even more important to ensure that all business is done consistently and correctly.
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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.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best...
Examine how increased allocations to global small-cap securities have the potential to enhance overall portfolio returns, increase portfolio efficiency, and decrease overall portfolio correlations.
Access research on what Millennials value and what motivates them financially.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...