 The process is all about determining “what makes you truly unique,” then building the firm’s management structure, human capital, processes and marketing around that unique “DNA.."Angie Herbers, CEO and co-founder, Kaleido. |
Herbers: Why Advisors' Profits Are Falling
Angie Herbers | Think Advisor, August 2015
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Summary: Despite rising revenue, profitability is falling, according to Kaleido’s research, because advisory firms are ‘spending money where they shouldn’t’
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