Ask Angie

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


  • Has the pandemic made you more bullish about the idea of hiring a virtual assistant? Have you seen any recent success stories?

  • What have you seen work well in terms of ongoing employee training? How do you keep a team of advisors up to date on all the latest information and to succeed?

  • What’s the best way for advisors to explain that we get paid in various ways, including fees and commissions?

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3 Moves That Can Trip Up Even the Best Leaders

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How to Match Your Employees With the Right Jobs