Abandoning Surge Meetings To Meet Client And Advisor Needs
How one firm implemented a 'Surge' meeting schedule, but ultimately decided to abandon it to better meet the needs of both its clients and advisors.| Nerd's Eye View | Kitces.com
How one firm implemented a 'Surge' meeting schedule, but ultimately decided to abandon it to better meet the needs of both its clients and advisors.| Nerd's Eye View | Kitces.com
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An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager.| Investopedia
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Pick a date and time that works for you - it's fast and easy.| OnceHub
