Every week, 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 Channel to differentiate yourself with new ideas and build enduring client relationships.
We are exploring the themes of managing stress, business development and time management this week. First up is a blog that provides effective tips for advisors to reduce their stress. Our second piece digs into the business development ecosystem. Finally, we have a piece to help you boost your efficiency.
Let’s be real, being a financial advisor can be an extremely stressful job. This in-depth piece provides 9 research proven tips to help you manage your stress.
This author says marketing, sales, and client experience are all part of the business development ecosystem and that optimizing this ecosystem is critical for growth. Read on to learn how to align all three and to break down the silos.
Time is probably your most valued commodity—this piece examines how advisors can save time and boost their efficiency by using the right tools.
