Running an Advisory Business: Costs, Challenges and Opportunities

In this guide, we’ll look at how advisors like you are navigating the daily challenges of building and running their back and front offices – backed by survey data.

But you don’t have to make those decisions alone.
Running an advisory business comes with many challenges. Whether you are evaluating technologies to power your back office, choosing a marketing strategy, or contemplating how to staff your team, you face serious decisions that will impact the well-being of your organization.

What's Inside?

  • An overview of the current state of advisor satisfaction with the back and front offices

  • Analysis of costs associated with back and front office operations

  • Highlights of advisors’ top priorities, driving their operational decisions

  • Considerations to help you improve back-end and front-end firm effectiveness

Who is ftj | FundChoice?
We are a turnkey asset management program (TAMP) serving over 3,000 advisors with simplified investment, reporting, and service solutions.

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