Finding The ‘secret Sauce’ For Advice Firm Operations The Ifa Show podcast

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Finding the ‘secret sauce’ for advice firm operations

7M ago 33:40

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内容由The ifa Show and Momentum Media提供。所有播客内容（包括剧集、图形和播客描述）均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report.

Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that the research found make the largest contribution to successful firms and how practice principals can ensure the business is ready for the future.

Listen as they discuss:

The importance of separating the role of practice manager as quickly as possible.
How building a good culture is harder than it seems but is vital to business success.
Why nailing down bulletproof processes within an advice firm is a fundamental step.

… continue reading

276集单集

#Trading #Business #Advice #Australia #Cash #Finance #Financial #Income #Money #Momentum Media #Adviser #Ifa

Artwork

Finding the ‘secret sauce’ for advice firm operations

0-10 subscribers

published 7M ago

分享

MP3•单集首页

内容由The ifa Show and Momentum Media提供。所有播客内容（包括剧集、图形和播客描述）均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report.

Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that the research found make the largest contribution to successful firms and how practice principals can ensure the business is ready for the future.

Listen as they discuss:

The importance of separating the role of practice manager as quickly as possible.
How building a good culture is harder than it seems but is vital to business success.
Why nailing down bulletproof processes within an advice firm is a fundamental step.

… continue reading

276集单集

#Trading #Business #Advice #Australia #Cash #Finance #Financial #Income #Money #Momentum Media #Adviser #Ifa

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