Finding workflow solutions specific to your firm can be made easier once you define the actual business you are in and the client service experience you want to deliver. For example, directing a business focused primarily on managing the investments of 401(k) plans is relatively simple. The processes for procuring clients, taking deposits, reporting results, serving participants, and relating to the economic buyer are quite different from how you would serve a high-net-worth client and his family. Your optimal client and the business you want to build inform how you structure workflow, hire and reward staff, and deploy technology effectively.
The alternative-asset custodian says it has hired George Sullivan, who has been in the financial-services business for over three decades.
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.
White-collar defense attorney Marc Mukasey announced the official launch of a boutique law firm, Mukasey Frenchman & Sklaroff LLP
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Using social media effectively, while remaining compliant with key regulations, can be tricky. But it’s a necessary step you must take to build your business.
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