“ . . . growth is the keyword these days. You need to grow. Everybody wants to grow. The question is how to grow. So, I think it’s primarily a combination of best practices and scale. And they go hand in hand.”
– Charles Paikert, Senior Editor, Financial Planning
Charles Paikert is senior editor at Financial Planning. He has also covered the financial advisory business for Investment News, Wealth Management and Family Wealth Report. Paikert has been a reporter and editor at Variety, Multichannel News and Chain Store Age Executive. He has contributed to The New York Times, The Washington Post, the Village Voice and Sports Illustrated.
He is the co-author of “Madness: The Ten Most Memorable NCAA Basketball Finals”, published last year.
Don’t miss this informative and insightful interview with Charles, as he discusses the role of outsourcing in the growth plan for an advisory firm.