Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management center to differentiate yourself with new ideas and build enduring client relationships.
This week we are looking at the valuable topics of client meetings, business planning and taking care of yourself as a financial advisor. Our first piece highlights best practices for preparing for your client meetings. Our second piece this week focuses on creating a business plan to help you grow your business. The final piece this week covers the importance of advisors taking good care of themselves.
Preparation for client meetings is crucial. Read these 5 best practices to prepare for your next client meeting.
Business planning is key to growing your business, but it can be overwhelming to plan for the whole year. Check this piece out for how to create a business plan in 12-week increments instead of annually.
If you are stressed out, it is difficult to be a great advisor to your clients. This is a great read that provides tips to take care of yourself as a financial advisor.
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