Defining Practice Management: The View from Inside

The June issue of Investment Advisor includes a story on practice management that features an interesting graphic:

When advisor participants in the “Pursuing Practice Excellence” study were asked to provide a two- to three-sentence description of what practice management means to them, these are the words most often used:

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Pursuing Practice Excellence: The Advisor Perspective

In the first of a series of reports on our breakthrough practice management study, advisors told us their needs and wants and which partners they rely on—and don’t—for practice management solutions