Staff is key to a strong back office

Although advisors have complained for years about their back-office support, some firms have found the winning formula

“They always answer our questions when we have anything. The key component is the people”

BY CU RTIS PAN KE
ADVISORS’ REPORT CARD


having a strong back office is critical for financial advisors. They rely on the support this department provides to keep their businesses running smoothly and to meet clients’ needs and expectations. In fact, advisors across the four major...

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