15 minutes | Apr 7, 2021

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.
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