Elizabeth MacBride covered three of the top investment advisors in the world, including Barron’s number one advisor (Ric Edelman) at RIABiz recently, revealing a common theme among successful practices. That is establishing scalable, repeatable processes and systems that empower advisors and staff to focus on clients. We believe it is the difference maker for teams that seek to grow their assets on a large scale while maintaining control of resources, expenses and supporting a high standard of service.