3 Must-Read Pieces for Practice Management: May 20 Edition

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3 Must-Read Pieces for Practice Management: May 20 Edition

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.
We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week. First, we are looking at a piece that reinforces the importance of a consistent process when it comes to your business. Second, we are taking a look at a piece that highlights the steps to upgrade your marketing efforts. Our final piece this week overviews the key traits to build strong client relationships.

Ever think that doing the same thing over and over makes you irrelevant as an advisor? This video suggests that developing a consistent process is, in fact, the key to staying relevant and building your business. Take a look.

Check out these 3 steps to help you upgrade your marketing efforts.

This author suggests every advisor must have these 5 key traits to build lifelong client relationships.

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