The Value of GETTING Good Advice
Practice Management & Professional Services & Quick Tips Videos

The Value of GETTING Good Advice

October 13, 2023

by Tony Vidler  CFP logo   CLU logo  ChFC logo

If you believe in the value of advice, then it makes sense to believe in the value of getting good advice for yourself – or rather, for your business.

Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent risk management functions.  The step from being a small practice run entirely by the Principal to requiring a full governance structure is a large one.

There is however an excellent interim step:  forming an Advisory Board.

An Advisory Board can provide many of the benefits of a great governance structure, but at a much lower cost and with full autonomy for the Principal of a practice being retained.

In this weeks video we discuss the basics of how an advisory board can be constructed, and the value of getting good advice.

Watch the video to learn more…

Related to this post:
The Strategic Approach To Practice Development

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