Summary: Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other important measurement opportunitiesyou may be missing that could directly impact your assets under management.
 our strategic plan should ultimately comprise measurements that do more than consider what you’re bringing in from a monetary standpoint. You’ll find that your relationships with your team members, clients and centers of influence are greatly improved if you share this shift in thinking with them up front, and create partnerships that help encourage this focus."Alix Purcell, Marketing Communications Director, ClientWise. |
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