 You don’t want to have a client that outgrows you because you didn’t do a good job of telling them all the ways they can engage with you.”Susan A. Riley-Hayes, Highpointe Wealth Advisors. |
Analyze Your Practice To Find Profits and Productivity
Kris Frieswick | Financial Planning, November 2013
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Summary: An in-depth analysis of how you and your team are spending your time is a key step in building a sustainable practice that achieves the goals you’ve set for your practice and your life, says Susan A. Riley-Hayes, who owns Highpointe Wealth Advisors speaking at SourceMedia’s Women Advisors Forum in Chicago.
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