Advisor practice management has evolved beyond “best practices” to include the use of technology, tools, data and process improvement. The delivery of financial advice and wealth management is now a combination of human and digital capabilities delivered at increasing scale across an expanding “household” of three or more generations.

 

An aging Baby Boomer clientele is more demanding as the challenges of increasing longevity disrupt retirement plans. Even the most successful advisors face difficult choices of where to invest their time and their capital to stay current and a step ahead of growing competition.

 

Our approach to practice management focuses on how to improve the client experience – using that perspective to guide best practices we source from an array of top advisors. Leadership in the client experience is the best guide for an advisory practice – using the clients’ needs and preferences to focus the practice forward.

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