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Top practice management trends
Mike Byrnes shares five trends for financial advisors in 2011 and he provides checklists for handling each.
Read the full RIABiz article to learn more about:
1. Clients becoming more knowledgeable
2. Staff turnover developing into an issue
3. Regulatory changes creating opportunities
4. Growth creating a need for new planning
5. Prospects looking online
Contact Byrnes Consulting for help understanding these and other trends that will impact your business this year.
Please share with your social groups. Thanks!
I may be biased a bit, but a trend that will happen is proper planning for retirees, meaning advisors will have to know about Social Security payouts, Medicare Plans, and the out of pocket cost health care costs people do have in retirement