IFA: Finding the ‘secret sauce’ for advice firm operations

Financial Services Podcast Network

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3M ago 33:40

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In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report.

Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that the research found make the largest contribution to successful firms and how practice principals can ensure the business is ready for the future.

Listen as they discuss:

The importance of separating the role of practice manager as quickly as possible.
How building a good culture is harder than it seems but is vital to business success.
Why nailing down bulletproof processes within an advice firm is a fundamental step.

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