When members first join us as a member, it’s often the result of a singular focus such as ‘surviving a regulatory exam’ or simply being overwhelmed the seemingly endless barrage of issues. But these are business problems and, like all business problems, can be resolved with the allocation of proper resources, diligent planning, and regimented implementation of the plan. Today it’s about maintaining an operations program that, at a bare minimum, achieves regulatory compliance. But exceptional programs are managed to mitigate risk and realize a new level of efficiency. Join head of adviser services, Scott Brown, and head of practice management, Gary Davis, to learn how existing and emerging tools will help members achieve their operational excellence by leveraging all of the member benefits available to them.