3 Must-Read Pieces for Practice Management: March 18 Edition

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3 Must-Read Pieces for Practice Management: March 18 Edition


Every two weeks, 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 center.


This week we will be tackling the topics of putting systems in place in your advisory business, writing financial advisor biographies and ways to show your value to your clients. First up is a piece that advocates that business systems are more important than business goals. Second, we have a piece that provides tips for writing solid financial advisor biographies. Our final piece this week highlights ways to show the value you provide to your clients.

This author suggests that having successful business systems in place trumps creating business goals. Take a look.

Is it time for you to update your bio? Check out this piece for tips on creating a well-written and effective financial advisor biography.

Looking for low-cost, effective ways to add value to your client relationships? This author proposes 4 easy ways.

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