Summer is an good time to step away from the business and charge up the team
Set a good example and maintain a positive atmosphere
A slow period offers opportunities to find new ways to succeed
Focus on your most profitable clients
A well-planned breakup can leave the client with a positive impression
Focus on ideal clients and sever ties with others
Impressive AUM means little if it is not generating profit for your business
Putting off until tomorrow what you could do now is a nasty habit that can lead to stress and damage personal and business relationships. Here's how to break the routine
There are several options for winding down your practice, from simply working until you are ready to retire to selling your practice or partnering with another advisor to plan an orderly exit. There's no "one size fits all" solution
Rob Richardson will focus on financial advisor practice management and business development in Canada and the U.S.