 Virtual employees – part-time or full-time – also work well for certain tasks, such as bookkeeping, paraplanning and managing content for marketing."Alan Moore, founder, Serenity Financial Consulting |
Who to Hire When Launching Your Firm
Katie Kuehner-Hebert | On Wall Street, June 2015
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Summary: When going independent, should financial advisors really go it completely alone? If hiring full-time advisors and other workers isn't an option at the outset, outsourcing, employing virtual employees and using cloud-based services could be good alternatives.
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