Role Play

Key to running an effective advisory practice is to play the right role at the right time. I see this principle broken all the time in advisors practices. Here are some of the ideas and readings behind that principle, with examples.

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Your Daily Morning Checklist

One fundamental practice management principle is to make sure you know what you need to do today. Most financial advisors have the challenge of navigating multiple systems, each of which may contain commitments that must be fulfilled. A simple daily checklist can help assure you check each one to make sure nothing

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