An adviser’s staff is key to a firm’s success — that’s something most of us can agree on. Yet too many advisers underutilize their staff members.
At Commonwealth, we hold an annual conference geared for staff in advisers’ offices. This past year, I asked attendees a simple question: “How many of you know that Commonwealth sends out three weekly emails to keep the field up to date on our latest technology offerings, programs for advisers and client service enhancements?” Hands shot up — every participant knew what I was talking about.
