 To get it right, advisors must know which operations are essential and which processes need improvement."According to SEI Advisor Network. |
Going From Practitioner to Business Owner
Chris Latham | Financial Advisor IQ, November 2013
Read the article online >
Summary: Advisors who run their own firms need to stop thinking of themselves as practitioners who happen to be business owners and start seeing themselves as business owners who happen to be practitioners, says a new white paper from the SEI Advisor Network. The paper touts “independence, integration and intelligence” as steps to greatness.
Be the first to comment on this Article
