What should advisers be thinking about today? |
Bob Veres | Inside Information | 25 January 2012
When asked what he thinks advisers should be thinking about today, Dr James Grubman doesn't give the traditional answers about doing a SWOT analysis or raising your customer service experience. Instead, Grubman - who practices psychology and does management consulting for financial advisory firms among other activities - points out the office window to the evolving business environment outside. "This is one of those times when you don't look inside and say, what do we d... |
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