Every business owner needs to be a good CFO and monitor the firm’s expenses. But one adviser’s cost-effective investment may be seen by another as too expensive. How you view a particular investment has a lot to do with three factors. Once you determine how these three dynamics influence your firm, you are ready to use what I call a selection grid to prioritize and make decisions.
Before you can create the grid that works for you, however, start by considering each of these elements:
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