Time spent preparing and delivering quarterly reviews is a critical aspect of an advisor’s work. So, how much time do you devote to that effort, and what lesson(s) have you learned along the way?
Certainly every investment committee can be as unique as the plan itself, as varied as the members (or the process that resulted in their committee membership), and as complex as the issues that confront them at any given time – not to mention the advisors who lead them.
Still, this week we’d like to know a bit about your experience in such matters – the time you spend, the process you undertake, and – well, the oddest questions you’ve been asked over the years.
Reply to this week’s NAPA Net reader poll at https://www.research.net/r/BPXRMV6.
And we’ll wrap it all up for you on Friday!
