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Keyword: Practice management

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usinessman putting a card with text don’t resist change embrace it in the pocket

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can take to help ensure you make the changes needed for your success

History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing marketplace. For financial advisors, that means rethinking how you serve your clients

Adirondack chairs at shore of Lake of Two Rivers, Ontario

Taking a break from contact with the office is essential to getting rested and recharged

Acquiring a book of business can result in an overwhelming increase in your workload. Here is a strategy to help you and your team manage your clients more effectively - and profitably

Diverse usiness people walking toward camera

Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional judgment of a human advisor

Customer Relationship Management handshake provider and customer flat illustration

Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 August 14, 2018
  • 15:20

The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly