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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?

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