 Thinking about how you do things—the process of creating process, so to speak—is a fundamental step that underlies a successful strategic overhaul. Where do you want your firm to be in two, five and 10 years? What steps do you take to get there—and what do you need to learn, buy, hire or change to make your vision work? Only by answering these questions honestly, with a real sense of your firm’s vulnerabilities and strengths, will you come up with the most effective course to move forward."Brian Stimpfl, head of Scottrade Advisor Services. |
