Highlights of Schwab Institutional’s “Best-Managed Firms” Report

This may well be the toughest year of your career. At Financial Planning, we have heard from many of you about the strains you’re under, and how you’re reaching out to clients and staff. But as the economy continues to slow and markets continue to gyrate, life is getting tougher. This downturn doesn’t look like it will be brief—and to get through it with your business intact will likely require more from you than proactive communication. Now is the time to look inward and study your business ruthlessly—to analyze your structure, workflow, technology and staff—and figure out how to get the most out of the business you’ve got. Then, on our pages, we’ll outline steps you can take to strengthen your business, many of which cost little to no money.

Our Special Report on Practice Management (March 2009 cover story) couldn’t come at a more opportune moment...

Banking Investment Consultant: Highlights of Schwab Institutional’s “Best-Managed Firms” Report