One way to build an advisory practice is to re-imagine what the firm will look like in one, three and five years, and plan for those goals.
“We tell our advisers that the strategy of [the practice] will drive the structure of that firm,” says Jeff Sietstra, senior business consultant in the practice management department at Securities America of La Vista, Nebraska. “The types of clients they’re trying to bring into their business or the target markets they’re trying to reach will determine the services offered.”
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