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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

What Is Ray's Role and Task?

Darcy: Ray's title is director of advanced strategies. So his role and what I wanted to bring him on was somebody to have a component of how strategic planning involved. He has the ability to understand both what it takes to be an advisor but also from the back office side, says Darcy. And so he's come in taking a look at our technology systems and what we offer to our clients from a technology platform. The next key item is just reviewing our overall client experience. What does that look like? How do we create a client experience for clients that they feel like they are cared for, remembered, supported and are part of our statement while family? Interesting.

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