The Value of Advice

The Value of Advice

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The Value of Advice
The Value of Advice
The Back Office of a Focus 50 Firm
Focus 50

The Back Office of a Focus 50 Firm

An Operational Wizard Shares His Secrets

Morgan Ranstrom's avatar
Morgan Ranstrom
Nov 09, 2022
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The Value of Advice
The Value of Advice
The Back Office of a Focus 50 Firm
6
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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…

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