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Crossroads: Critical Decisions That Advance the Evolution of an Advisory Firm

BNY Mellon | Pershing

"Crossroads: Critical Decisions that Advance the Evolution of an Advisory Firm" can help firms decide which steps to take to grow and improve profitability. Insights from several advisory firm leaders who have successfully transformed their businesses are also included. The paper can help firms determine when to:

  • Hire the first support advisor
  • Hire an employee (non-owner) lead advisor
  • Hire the first executive (professional, dedicated management of the firm)
  • Promote an employee to partner
  • Create a corporate governance model
  • Make the first merger or acquisition
  • Create a firm brand
  • Open an office in a new geographic market

Tags : clearing and custody, practice management, financial advisor, ria, registered investment advisor


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Published:  Aug 22, 2018
Length:  44
Type:  White Paper