3 Must-Read Pieces for Practice Management: June 17 Edition

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Practice Management

3 Must-Read Pieces for Practice Management: June 17 Edition

Kristan Wojnar, RCC™ Jun 17, 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 covering three very different but impactful topics this week. First, we are looking at a piece that looks at your personal branding. Second, we have a piece that discusses tasks you should not delegate. Our final piece covers what you should expect from your wholesaler relationships.

How do you differentiate yourself from your competitors? By identifying your strengths and communicating them clearly to the clients and prospects you serve. Read this piece for exercises to help you with your personal brand.

If you want to grow your business, this author says you should never delegate these four tasks. Read on to learn more!

What expectations do you have from your wholesaler relationships? This piece discusses how wholesalers should partner with you to help you grow your business.

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