BlogKnowledge Isn’t Enough Anymore
By Doug Gjerde
In complicated fields like financial planning, medicine and aviation being knowledgeable is critical but it isn’t enough. Complication requires a system that ensures the learning is applied and used safely and effectively.
Missed opportunities and overlooked threats can happen to the brightest professional when dealing with complex issues if a proper process isn’t in place to support the knowledge.
Processes and systems are important in today’s complex world of wealth management. We have adapted a process called Wealth Designed. Life Defined. It was originated by our strategic partners at Carson Group. Are you using a process for your financial planning? Is your advisor? Read more