Today’s independent financial advisors have a great deal on their plate, apportioning their time among a wide variety of competing demands. Recent industry developments—from regulatory changes, to technology shifts—make their existing workload that much more complex.
For those advisors who include in-house investment management as part of their total offering, these four simple tips can go a long way in streamlining and growing their practice.
Michael C. Bryan is senior vice president, advisory services, of Triad Advisors, the hybrid advisor-focused independent broker-dealer.