A business or organization can more effectively facilitate training of new employees with the use of well-written standard operations procedures (SOP). Beyond training, an SOP manual gives existing ...

Trusts are living entities and deserving of regular maintenance. Often, a trust is drafted, executed and then funded without an operating manual for the professional advisors and other parties.

Documenting lending policies and procedures helps to streamline operations, reduce waste and enhance customer satisfaction through the standardization of work tasks. Formats are contingent on the ...

The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of ...