AdvisoryQuest understands the challenges faced
by advisors and is here to help. Having served in operations positions of the industry for over twelve
years, and having followed the practice management trends over the years, gives AQ a solid understanding of
the challenges faced by growing financial advisory businesses.
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AQ's interest and passion for the financial
advisory industry is simple...
...to help financial advisory firms build
efficient and successful businesses.
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Building a successful (efficient and effective) firm involves...
- Creating a strategic plan for reaching your long-term goals.
- Identifying short-term tasks (objectives) and assigning responsibility among staff for
their completion. Completing these builds momentum toward obtaining the long-term goals.
- Measuring your progress toward reaching these short and long-term objectives.
AQ can help your firm in any of the following ways....
- If your firm is at the size, or intends to get to the size where you need a Chief Operating Officer, Reid can direct the overall operations of the
firm and devise a plan to accomplish the three steps listed above. He enjoys the variety of functions the
COO is involved in overseeing to build a successful firm.
- As a project consultant, Reid can help select
and implement solutions for your firm. If your firm is short of time or personnel to implement positive
change, AQ can serve as the short-term additional staff to direct the selection
and implementation.
- Reid can serve as an accountability partner, we
can help hold your "feet to the fire" for setting and reaching your goals. We all have great ideas and
goals for where we want our firms to be, but everyday tasks of the owner and staff often get in the
way of our ability to focus on attaining our vision for the firm. We sometimes just need someone to
keep us focused and accountable for following the strategic plan and constantly working
toward our goals.
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