Can Your Firm Withstand the Three-Year Challenge?
February 1, 2018
By Mindy Diamond
With so much choice in terms of business models and affiliations, advisors have little excuse to stay at a firm that no longer serves their clients or their careers in a way that’s anything short of optimal. Yet the day-to-day of business and relationship management often takes priority, and few rarely stop to take a closer look at their firm.