We’ve often said that the role of an advisor is to offer clarity, insight and partnership to their clients. As your business partner, Loring Ward strives to provide those three things to you as well. You’re likely bombarded by a deluge of emails on the topic of practice management, and Google could yield over 3,700,000 links. So what really matters? Where should you focus your efforts in building and managing your business? Continue reading
Is a Porsche 911 fast? Compared to a Yugo, yes, but not next to a Ferrari Enzo.
The same applies to your wealth advisory business. How do you know if you’re building a successful firm? Compared to what? Whom? What’s your benchmark?