Summary: Advisors too can learn from their so-called "curb appeal," which can provide especially useful insights for optimizing the way they run their practice. They should also keep in mind that the end result of seeking greater efficiency is to boost their business.
 Advisors should recognize that having a monopoly on their clients’ attention could hurt their practice. Adding junior advisors, developing functional teams and strengthening the role of support staff may increase value to clients and keep your practice operating more smoothly than ever.”David Canter, EVP, Practice Management and Consulting, Fidelity Clearing & Custody |
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