Many of the larger firms I work with have a dedicated Chief Technology Officer (CTO) role. These firms have found that investing in technology staff and resources has raised the quality of service for their clients. Several of these firms such as Bartlett Wealth Management have had in-house technology support for decades. The original founders… Read more
Roles & Responsibilities
Podcast
Welcome to the 60th episode of the Financial Advisor Success Podcast! In this episode, we talk in depth about the kind of human resources challenges that begin to emerge as an advisory firm grows, especially once it crosses the $100M and then $200M under management thresholds… where the firm grows beyond half a dozen employees – and… Read more
by Jennifer Goldman, CFP ® and Kelli Cruz Your strategic plan, your organizational structure and systems, and your people practices are the necessary elements that drive the growth of your firm. The key foundation to building any business is to ensure you have the right people doing the right things. Building a business strategy that… Read more
