Ours is an industry seemingly obsessed with benchmarking – whether it’s the performance of our investment portfolios or the performance of our businesses; we want to know what everyone else is doing. Those things that the majority of firms are doing, we quickly christen as “best practices” and hold them up as models for others to emulate.
Read MoreThe ClientWise Blog
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Business and Operations Management, metrics, how advisors should benchmark their practices