Better practice management and productivity, with Ray Evans

Advisors are always looking for ways to be more productive to free up time to focus on their clients. In this episode, Ray Evans of Pegasus Capital Management in Kansas City, Kansas, describes how his firm uses resources such as Pareto Systems and implements standard operating procedures to keep everyone in the firm focused on what they do best. He and his team of six associates manage just over $470 million, working with clients in the construction industry. In this episode, Evans shares his firm’s team-of-teams approach, which has helped him grow and added energy and new ideas to his business. Hear how he tracks different measures of efficiency and productivity and then incorporates that into a dashboard for weekly meetings. For more, visit PracticeLab.

Om Podcasten

If you are a financial professional looking to grow your business, improve your practice and save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are doing unique and powerful things in their businesses, and who are ready to share their best practices with you. If you're interested in ways to help acquire more clients, attract high net worth prospects, turbocharge your marketing, enhance your client experience, scale your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. PracticeLab is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at practicelab.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. American Funds Distributors, Inc., member FINRA