Philip Palaveev

Displaying 2 results
YOUR PRACTICE PRACTICE MANAGEMENT MAY 17, 2018
What do we really know about our businesses?

Business owners always have a bias when they look at their own business. Participating in InvestmentNews' benchmarking survey can help your recognize your blind spots.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 07, 2013
Adviser benchmarking: Why bother?

Benchmarking Surveys are long. They ask a lot of questions. They make you gather all kinds of data about your firm. The questions are often unclear or just confusing. They feel like you are filing a second federal tax return.