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Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

Author Timothy Welsh October 31, 2011 at 12:37 AM
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David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

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Top Executive: Timothy D. Welsh

Craig Morningstar

Craig Morningstar

November 5, 2011 — 2:29 AM

Another good story about the real value of Practice Management.

With Advisors making better business choices, the focus of practice management changes from tactics to strategy. Many Advisors get caught in the trap of making less-than-effective technology decisions, which result in below average systems, poor deliverables, wasted staff resources, lower profits, practice distractions and much more.

Outsource firms offering complete services, full support, back office support and above average technologies, can and do fix or eliminate many of the problems caused by less than effective choices.

To look at it another way, would you like to spend every day in a house that was built a room at a time (Advisor built solutions based on parts that don’t fit together)?

Or would you like to spend every day in a house professionally designed, built and managed to increase your business efficiency (A complete and full service outsource firm)?

The sad part is, many don’t learn of the difference until years later.

Dynamic Wealth Advisor is a professionally designed, built and managed outsource solution for RIAs and IARs.



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