The Back Office of a Focus 50 Firm

An Operational Wizard Shares His Secrets

I want to help Focus 50 advisors and firms develop greater operational efficiency. Essentially, your job as a human advisor is to lean as far as possible into tasks that aren’t efficient or scalable. That is, quite broadly, human-to-human advice. Technology and your team (if you choose to have one) should take care of everything else.

Unfortunately, when…