Best Practices for Onboarding New Clients
Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...
The Outsourced Advisor: Why You Should Consider Outsourcing Your Back-office
When you think about outsourcing elements of your advisory practice, does it leave you with a positive or a negative reaction? We strongly believe in the power of outsourcing for advisors because we have seen firsthand how it creates more efficiency and, ultimately,...
