Your clients will be happy for you when you tell them about your new technology tools.  Your clients will be happier when you show them your new tools. Congratulations!  You just implemented a new ______________ (insert CRM, portfolio reporting, re-balancer, …

Advisors that view their back-office as an investment will structure the back-office to support their business plan.  Advisors that view their back-office as a cost tend to invest in what they consider affordable – altering their business plan based on …