practice management
Positioning Your Firm for the “Equity Bull Market” in Wealth Management
As a financial adviser, have you ever stopped to think about whether your wealth management firm operates as a business or a practice? Or whether it even matters — to clients and/or prospective buyers? To learn the answers to these questions and more, I spoke with Brian Lauzon, CFA, managing principal of AdvisorAssist, a consulting firm that supports the compliance and business planning activities of both new and existing advisory firms.