Financial Advisors: Relevance Today and Tomorrow - A Solution System: Solving for Complexity Requires a New Perspective

Financial Advisors: Relevance Today and Tomorrow - Implementing Our Solution: Moving from Vulnerable to Viable

For the executive leader of today’s mid-tier brokerdealer, a key charge is to profitability grow the firm. The challenge is having the right balance of growth - which drives revenues - and operational efficiency, which drives profitability.

As a boy I loved cutting grass, especially at my grandfather’s house. At home I used a regular push mower – seriously hard work in our hilly yard. At Papa’s, though, cutting grass was different. He had a self-propelled lawnmower. Just check the gas and oil, crank the mower, engage the self-propelled mechanism and off you went. The lawnmower pulled itself. Cutting grass was easy, more enjoyable, and required less effort.