Allan Starkie discusses the decline in portability of asset management relationships and offers a more structured approach based on specificity and connectivity. The implementation of both should ensure that the portability assessments live up to expectations
Allan Starkie discusses how the investment advisor of the near future needs to be proficient in a formidable number of products and services to orchestrate the holistic delivery of comprehensive wealth management.
This article by Allan Starkie addresses the difficulties of how to measure the success of an institution’s sales force due to the lack of an identical platform to compare performance and offers an objective solution to this proble
This article by Allan Starkie argues that the “million dollar producer” remains a myth and should not be used as an industry benchmark. It goes on to discuss the pointlessness of attempting to compare the relative success of professionals from differing sales models based on annual revenue production.