April 2015

Tips and Best Practices for Financial Advisors

One of the most common definitions of best practices is, “a method or technique that has consistently shown results superior to those achieved with other means, and that is used as a benchmark”. For some advisors learning best practices comes from coaching, training, mentoring or trying out ideas and seeing what works. The vast majority of advisors understand that it is necessary to operate their business by systems and processes and unfortunately for the ones that enjoy random happenings, it just isn’t very efficient.

© 2009 Rosemary Smyth & Associates