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 do well and how can we...