CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell authored this article for Financial Advisor, where he discusses Business Process Management, a systematic approach to making an organization's workflows more effective, efficient, and adaptable. In an industry where organic growth has become the primary differentiator, operational excellence directly impacts competitive advantage.
