Archives for practice management

4 New Year’s Resolutions for the Financial Advisor

2017 is upon us, and it’s a good time to commit to achieving some milestones in terms of your own firm’s practice management. Because we’ve worked with financial advisors and entrepreneurs for over 30 years, we’ve seen what can truly move the needle and make a positive impact for you.* Here are four ideas for your consideration: Delegate more. If you are a solo practitioner who “never has enough time” to take any weekends or evenings off, do any big-picture analysis for your business, or prospect for clients who might be a better fit, consider hiring the right administrative staff
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Categories: Blog Posts.