Summary: Everyone wants an efficient practice. But what most advisors really love is meeting with clients and pursuing business development activities -- not managing the day-to-day operations of the firm.You may want an efficient organization, but you must be willing to take the necessary steps to attain and sustain it. Start by getting a baseline reading of your firm's efficiency. To do so, answer these four questions.
 You can't turn your practice into a model of efficiency overnight. In fact, the most efficient organizations continually target areas of relative inefficiency and work to improve them.The well-oiled practice renews its focus on enhancing efficiency every day."Joni Youngwirth, managing principal of practice management, Commonwealth Financial Network. |
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