Many factors go into decisions about advisor practices – knowledge, experience, personal preferences, client needs and even organizational guidelines (restrictions?). But how do yours compare with other advisors?
This week, we’re launching a Reader Poll series on business practices – your responses are anonymous, of course – but we’re hoping that many of you will participate in the interests of providing a shared perspective on practices – whether they be “best” or just common to all our readers.
So, come check it out – tell us what you’re doing, how it may have changed, and what you have in mind for the future.
We look forward to your participation – and suggestions!
You can get started here: https://www.research.net/r/ZGKF6QB.
And we’ll have the first round rounded up for you on Friday!
Thanks in advance for your participation!