Ask Angie

Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com


  • When is the right time to hire your first staff member and how do you recommend getting prepared for this?

  • When clients divorce, assuming both accounts remain in your practice, do you recommend that two distinct account managers work with the divorced couple so that there is something of a Chinese wall between them?

  • How are RIAs approaching ‘work from home’ going forward? Is this going to be a small trend with limited adoption or will most firms shift to have this as a permanent option?

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