by Nathan Jacobson | Aug 5, 2019 | Blog
How long does transitioning to a new licensee take and what is involved? These are two of the most common questions from practices considering a move. An orderly and well-managed transition process should take approximately eight weeks, and while it is in the...
by Nathan Jacobson | May 30, 2019 | Blog
The proposed move to an annual requirement to opt-in clients and obtain their consent prior to charging fees are business transformational. Even if your advice business is already doing these things, ensuring the right processes and structures are in place to meet...
