As you add planners to your team, how do you know they’re advising clients correctly?

As a firm grows, inconsistent decision-making also increases. That hampers efficiency, effective client service and scalability. This is the product of two factors: variances in judgment, or what I call noise, and inaccurate or inadequate information, processes or technology, which I group under the label of bias. To safeguard an advisory organization, owners and managers need to know how to recognize and overcome noise and bias.

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