Face Time

Face Time

Concentrating on clients is key, but too often the business gets in the way. Here’s how to re-set your focus.

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

Register to view the full article

Sign up for a FREE membership to WealthManagement.com – the leading provider of insights and intelligence for investment advisors

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.