Beverly D. Flaxington

2 days ago | advisorperspectives.com | Beverly D. Flaxington

15. Have you defined the roles for each person in your practice and the merging/acquiring practice? Where is there duplication of effort? What roles will change and why? 16. In many transactions there can be a perception of winners versus losers. Have you considered team member’s perceptions of this for both practices? What will the impact be on them? 17. What will change with the client experience? What similarities and differences do each of the practices have in serving clients?

1 week ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

2 weeks ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

3 weeks ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

1 month ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Readers,In so many of our coaching and consulting engagements lately we are facing the issue of transition.