Defining the Business Needs - Business Management for Financial Advisers

To come up with the needs you need to question yourself regarding

  • What is my business strategy? What do I want the business to be known for?
  • What target clients and target services and products does that strategy necessarily include?
  • What do I want the client experience to be like?
  • What specific job functions need to be in place to offer those services and products to those clients in that way?

This approach of defining the needs will allow you to construct a framework in which your current staff can fit or not.


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