“Practice management solutions can be delivered in a number of ways. In the “Pursuing Practice…”

Wednesday, November 28th, 2012 at 5:59 am

“Practice management solutions can be delivered in a number of ways. In the “Pursuing Practice Excellence” survey, we asked advisors to tell us which of 15 methods were most valuable to them. Nearly half of advisors said that one-on-one coaching was either valuable or very valuable. Conferences were the second highest ranked, followed by advisor CRM systems, on-site workshops and individual phone consultations.”

Pursuing Practice Excellence: The Advisor Perspective