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Upgrading the menu

机译:升级菜单

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摘要

Broker-dealers are providing more sophisticated services for financial advisors and their clients in an effort to systematize best practices, bolster both efficiency and support, and prepare for potential regulatory reform.rnFor example, Schaumburg, IU.-based Gen-worth has homed in on four different areas to boost advisors in their wealth management endeavors - business development, client solutions, marketing and technology.rnThrough a new dashboard on their Web site called Goal Planning, advisors are now able to track and calculate the year-over-year growth of their practices. "The problem we had with business planning is you write out a paper business plan and it gets set in a drawer and two months later it's like, T forgot I did that business plan,'" explained Michael Abramo-wicz, vice president of advisor recruiting at Genworth. "Now the goal planning pops right up on the computer screen."
机译:经纪交易商正在为财务顾问及其客户提供更完善的服务,以期使最佳实践系统化,增强效率和支持,并为可能的监管改革做准备。例如,总部位于美国加利福尼亚州绍姆堡的Gen-worth已定居于此。通过四个不同的领域来提高顾问在财富管理方面的努力-业务发展,客户解决方案,市场营销和技术。通过在其网站上名为目标计划的新仪表板,顾问现在能够跟踪和计算年度增长他们的做法。顾问副总裁迈克尔·阿布拉莫-维奇(Michael Abramo-wicz)解释说:“我们在业务计划中遇到的问题是,您写出纸质的业务计划,并将其放在抽屉里,两个月后,就像T忘了我制定了该业务计划。”在Genworth招聘。 “现在,目标计划立即在计算机屏幕上弹出。”

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  • 来源
    《Accounting Technology》 |2010年第5期|p.6|共1页
  • 作者

    LIZ GOLD;

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  • 正文语种 eng
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