Engine Room Podcast #47 - David Gibson
Ensombl Advice Australia
Operational Strategy in Financial Advisory
This chapter explores the operational structure of a financial advisory firm, detailing workforce composition, including advisors and support staff. It emphasizes the outsourcing of specific functions, roles of client relationship managers, and the impact of technology on human resource management. Additionally, it discusses the evolution of financial advisory practices in response to client needs, focusing on specialization and the transition to fee-for-service models.
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