3 Must-Read Pieces for Practice Management: November 12 Edition

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience


Find the latest content and information here about the 2019 Charles Schwab Impact Conference.


Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

Discussion about branding

Practice Management

3 Must-Read Pieces for Practice Management: November 12 Edition

Kristan Wojnar, RCC™ Nov 12, 2019

Every month, 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 looking at the subjects of branding, making a move and hiring new team members this week. Our first piece will get you thinking about ways you might be unknowingly hurting your business brand. Our second piece is a beneficial read if you are finding yourself at a crossroads to make a move to another firm. Our final piece gives great advice to help you avoid hiring underperformers.

Here’s a thoughtful read about things that may be destroying your brand equity without you even realizing it.
1. 3 Things That Are Destroying Your Brand
Are you ready to make a move? This piece offers sound insight if you are contemplating whether it is time to stay or go.
2. How to Determine if it’s Time to Stay or Go
Is it time to hire additional team members? This author provides fantastic tips to ensure you hire a top performer and avoid dreaded internal staff issues.
3. How To Guarantee That You Hire The Best Employees
Don’t forget to visit our News section to catch the latest updates.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download Our Free Report

Why 30 trillion is invested in mutual funds book