Asteron Life Workability Pricing Live from 11 August on Quotemonster
Financial Advisers Unhappy

Assessing the Performance of a Financial Advice Firm

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?

Click here to read the full article.


Feed You can follow this conversation by subscribing to the comment feed for this post.

The comments to this entry are closed.