Chicago: “I’ve been trying to develop a relationship with this particular CPA for a while, but I wasn’t sure if I was getting anywhere,” explained Harold. Then, with a big smile, he added, “I remembered something you said about tax time, so I put...
Phoenix: “We recognize the importance of continually improving our service model,” Robert said. “But there are only so many hours in a day, and we can’t afford to be continually hiring new support personnel to meet the service expectations of our...
Fort Lauderdale: “We’re considering integrating social media into our marketing plan,” Joseph started out saying. Then he backtracked—“Yet, all we hear about it is what we can’t do from a compliance perspective. What is the benefit of even getting...
Richmond: “I do everything for my clients, they love me, and at the risk of sounding arrogant, I get introduced to their friends, clients and colleagues without asking,” Warren explained in sort of a frantic staccato. “But I’m killing myself. I...
Practice management support is the name of the game for the big players in the custodian market. But while competition is fierce, innovations are small and gradual.
Philadelphia: “Getting the proper support has always been an issue at my firm,” groused Harvey during the Q&A session following my presentation. Then he asked a question, impossible to answer in a quick sound bite: “How do elite advisors develop...
“Everybody is feeling better,” said Scott Welch, senior managing director for Fortigent, the Rockville, Md.-based outsourced wealth management platform provider whose 90 client firms have about $45 billion in assets under management. &...
