Assessing the Performance of a Financial Advice Firm
August 11, 2015
Jim Stackpool met with a group of advisers and their plans of building their advice businesses. Some of the questions brainstormed were:
- What is the right number of team members for a small firm?
- When do you hire your first team member?
- How do you really know how well you are doing?
- How do you quickly assess another firm as a potential good purchase?
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