It’s the rare advisor who wouldn’t like to spend more productive time with clients. Jeff Harring, who oversees $150 million with Harring Planning Group of Raymond James in St. Petersburg, Fla. found a way to increase his client time about a year ago, when he brought his son, Matt, into the business. The younger Harring updated the firm’s technology, both from within and outside the Raymond James platform. That helped him more efficiently track accounts and put toget
Concentrating on clients is key, but too often the business gets in the way. Here’s how to re-set your focus.