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?