PALM BEACH, Fla. -- A Connecticut advisory firm has developed a new approach to help financial planners solve client problems more quickly and efficiently.

The answer lies in what Greenwich, Conn.-based RayLign Advisory calls Live Case Supervision, a technique that involves case studies of ongoing business cases or problems.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access