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.
This week, we have fresh content focused on capacity for growth, succession planning, and fraud protection for older clients. First, we have a piece that covers practice growth. Second, we are bringing you a blog that highlights navigating succession planning. Our final piece of the week hammers home how to protect your elderly clients from fraud risk.
This blog shares best practices for growth capacity and includes a litmus test.
This piece focuses on 4 key areas of developing a continuity plan for your practice, including how to design your ideal future, how to define your succession, how to build a plan to protect your vision, and how to make the transition. Check it out.
Take these steps to proactively protect your elderly clients from fraud and demonstrate to them that your value goes well beyond their portfolios.
