Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
This week we are looking at three different – but extremely relevant – subjects to help you build your advisory practice. Our first piece dives into how to effectively delegate. Our next piece examines a new service model. Our last piece of the week takes a look at how to maximize and repurpose your content.
Delegation is a tough skill to master. We know it is important, and yet we have difficulty letting go of tasks. This piece helps you look at where to get started delegating and offers some delegation exercises to identify jobs to let go of.
Going forward, committing to a new hybrid service model likely requires some new structured policies for your business. Here are 5 ideas to keep in mind.
How can you turn your content into recurring content? This author offers 5 strategies to maximize your content distribution. Check them out!
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