It’s too easy to get sidetracked from your firm’s core mission. How do you refocus? Ashley Rosser, AIF, President of Victory Fiduciary Consulting, clues us in.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.