 The quality of execution will mean the difference between an off-site that is a launching point for higher performance and one that was just a nice couple of days out of the office.”Fran Skinner, CFA, CPA, Partner, AUM Partners, |
Getting the Most from an Off-Site Meeting
Fran Skinner | Barron's Advisor Center, March 2017
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Summary: The early months of a new year is a great time to review strategy and set goals for an advisory practice. These self-examinations can be integrated into regular workdays in the office, of course. But many advisors prefer to host them in off-site locations, which allow team members to step back physically and mentally from their day-to-day tasks.
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