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OPERATIONS Often neglected by financial advisory firms, particularly among fast-growing firms, the operations function continues to become more important as technology continues to improve and the firm's operations become more complex. If you have not read the 2005 Moss Adams study, Mission Possible: Finding the Optimal Operations Model For Your Advisory Practice, I recommend you read it, particularly if you plan on growing (or have grown) your firm substantially and plan on taking the firm to the next level. The landscape may have changed slightly since its initial publication, however, the paper includes a number of timeless points, most notably the importance of operations within a growing advisory firm. Books/Reports/Articles *Best-Managed Firms: It’s About Time- Time Management and Organizational Effectiveness, Charles Schwab Institutional Market Knowledge Tools. *Mission Possible: Finding the Optimal Operations Model For Your Advisory Practice, Moss Adams LLP, Pershing Advisor Solutions. 2005. *Practice Made Perfect: The Discipline of Business Management for Financial Advisors, Mark C. Tibergien and Rebecca Pomering, Bloomberg Press, 2005. *In Search of the Perfect Model, Mary Rowland, Bloomberg Press. 2004. *Tools and Templates for Your Practice, Deena Katz, Bloomberg Press, 2001.
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