Taking Off - Investment Advisor
By Melanie Waddell
Since he started outsourcing last year, Steve Wightman has cut costs dramatically. Should you follow his lead?
The market meltdown combined with the events of September 11 took a toll on Steve Wightman’s planning business last year. Spooked by the shaky market performance, or just plain spooked, prospective clients that were about to come aboard shied away, causing Wightman’s workload to drop.