How to build an investment process: Tips for smaller firms

A key part of any financial adviser's proposition is the investment strategy. It ensures that your clients are receiving the very best service, helps to add value to your client relationships and distinguishes you from rival firms. The question all firms must ask is: Am I allocating adequate time and resources to my investment strategy? For larger advisory firms, this may not be an issue, but for smaller firms, it can be a more difficult balance. Whatever the size of your advisory business, the research that you commit to your investment process will define the advice that you provide...