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RE: Last week's BISRA's Executive Summit, "Integrated Wealth Management Execution Theme"

Proven practices…have dedicated executive(s) who "ride herd". How about a dedicated platform to track and manage referrals?

HERE IS WHAT BISRA HAD TO SAY:

"One proven practice seems to be senior management commitment to having a dedicated executive (or group of executives) who 'ride herd' so-to-speak over the integration of the various specialized functions and departments that contribute to the overall wealth management offering. Over 50% of participants reported now having a clearly designated executive formally playing that integrator role and expressed strong conviction that this approach appears to be a key factor in the progress their institutions are making and the results they are now seeing." – BISA ONESOURCE

REFERRALS, Who will 'Ride Herd'?

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