 What kills you in a small business is when the owner has to spend three days fixing the computers.Now the software maintenance is somebody else's problem. We don't get sidetracked."Christopher Van Slyke, partner and co-founder, WorthPointe LLC |
Growing Advisory Firms Learn How to Be Lean
Matthias Rieker | Wall Street Journal Online, March 2014
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Summary: To really grow, a financial advisory business needs to find ways to become more efficient. Those ways often involve new technology and systems to make their expanding ranks of advisers more effective at tending to clients and their money, and bringing in more of both.
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