Everyone in the financial advisory industrytalks about practice management in grand, overarching statements, so this month, we at On Wall Street, decided to dig a little deeper.
We took a look at the approach taken by one firm in particular — RBC Wealth Management-USA — in light of the fact that it was No. 1 on the J.D. Power Full Service Firm Customer Satisfaction survey. In our cover story, "RBC's Advisor Factor," we interviewed a few of the firm's advisors who took part in three internal and voluntary practice management programs designed to not only improve production numbers, but also to help provide the advisors' clients with better service.
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