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Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
As we ring in 2021, we are keeping it positive. Our pieces for this week look at a positive mindset, being a great advisor and the 2021 advisor landscape. First, we have a piece focused on keeping a winner’s mindset. Next, we have a piece that looks at the difference between good and great advisors. Our final piece this week highlights what you need to know about the advisor landscape this year.
Want to kick off the new year with a winner’s mindset? Here are 5 steps to help you.
Do you want to be a good advisor or a great one? Read on to learn the difference.
What will the advisor landscape look like this year? Take a look at this piece for some key highlights.
Don’t forget to visit our News section to catch the latest updates.