Manual raises the bar for practice management
Advisors should give careful consideration to certain key factors when hiring coaching services, according to Vancouver-based YouFoundation Inc., a consulting firm providing business development and marketing solutions to the financial services industry.“It’s a matter of exercising your own ‘due diligence,’ ” says company founder, Jeff Thorsteinson. “Coaching services have been steadily gaining popularity, due in […]
Five funds added to seg fund lineup