The Agency for Financial Advisory Firms

 

30 Tips for Today’s Financial Advisor: Tip 26

Do you know what everyone in your company does on a daily basis? When you familiarize yourself with every part of the business, you can identify what issues some departments are having and how you or another team could help.

 

Today’s Tip: Find Opportunities for Collaboration

Tip #26: Take time to learn about a new part of your RIA firm that you weren’t previously familiar with — for instance, your marketing or operations teams. Explore other areas of the business and search for opportunities for collaboration.

Have any questions about marketing? Reach out to the Beyond AUM today.