The Back Office of a Focus 50 Firm Part II

An Operational Wizard Shares His Surge Process

This is Part II of a series on mastering the operational side of a planning-focused financial advisory firm. You can see Part I here.

Admittedly, operations are not my strength, so I asked my good friend, Steve Drost of Drost Financial, to share his hard-earned insights.

Steve, as you may be aware, is an operational wizard. As I wrote in Part I of this …