latest Content

Practice management: Reining in your RIs

To what extent should financial planners/advisers be allowed to do their own thing? When is best to bring in a practice manager? Should everyone be part of the marketing team? In the second of three interviews with Brett Davidson of FP Advance we talk about practice management

00.10  In a modern day advisory practice can you afford to let financial planners do their own thing?

02.04  At what point should an advisory business bring in a practice manager?

06.45  Should everyone in a firm be part of the marketing team?


More Articles Like This