As a result of the recent global financial crisis, media pundits say "change" is necessary to recover and move forward: change your organization, marketing, technology, and so forth. That's nothing new, as the "business of business" is change, but just how do you go about changing your advisory firm?
In my September 2009 column, "Forward and Back," I described why a culture of change is so important in any advisory firm. In this column, I discuss how that culture's working in our firm and how our staff is buying in to change.
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