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Pursuing Practice Excellence — The Big Picture: Video

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On June 13 in Chicago, four practice management experts in the advisor space participated in a day-long, invitation-only roundtable discussion that tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.

The roundtable participants’ key task was to analyze the gaps between what advisors said they needed and wanted from their practice management partners and what those partners were offering, in hopes of narrowing those gaps.

In this video we present for your consideration an overview of the discussion between David Patchen of Raymond James, Kim Dellarocca of Pershing, Kirk Hulett of Securities America and Jim Komoszewski of Investment Centers of America.

See AdvisorOne’s Pursuing Practice Excellence home page for additional findings and analysis of the study, and more insights from our industry experts roundtable.


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