 “You need to think about how staff will be trained and steps you should take to have the new software become part of the fabric of your firm.” Pamela Hardin, President, Foundation Wealth Management. |
Voices 5 lessons from successful advisers
Bob Oros | Financial Planning, May 2016
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Summary: As business owners, RIAs are constantly evaluating their businesses and what they need to do to remain competitive today and in the future. In this constantly changing industry, the quest for ideas and insights to help inform these decisions has never been stronger.
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