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One of the most important positions in an advisory firm is one that’s not out front selling or servicing clients: operations manager. But that key position goes a long way to helping grow a firm.

It’s helpful to have an operations manager to overlook the employee and management side of the business, to know where the next resource is required — “so you can go out and service clients and do prospecting,” said Kathleen Kelly, CRPS, AIFA, managing partner, Compass Financial Partners, a Marsh McLennan Agency company, speaking at a NAPA 401(k) Summit session.

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C.J. Marwitz

C.J. Marwitz is a writer and editor.

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