Practice management 101

Advisors looking for advice on how to improve their practices can turn to Brinker Capital for tips. The firm offers several programs designed to improve advisors’ practices. The Brinker Capital Practice Management Institute includes a peer-reviewed assessment, launched with the Financial Planning Association, Fidelity Investments and McLagan Partners, that compares advisors’ practices with similar peers. The initiative also includes a client feedback program, as well as courses and workshops.