1. What is a key advantage of adopting managed portfolios in financial advisory practices?
2. When onboarding new clients transitioning from workplace financial advice to private advice, what is the most effective approach?
3. Why is regular internal reporting crucial in firms with external capital partners?
4. What is an important consideration in advising clients on succession and business ownership transition?
5. How can advisory firms maintain client trust during periods of organizational change (such as mergers)?
6. Why is flexibility in staff working arrangements important in advisory firms?