Every week, 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 Channel to differentiate yourself with new ideas and build enduring client relationships.
Our practice management themes for this week encompass succession planning, the importance of a mobile-friendly website and the unique needs of the sandwich generation. First up is an article to help you establish a business succession plan. Next, we have a piece that urges you to ensure your advisory site is mobile-friendly. Finally, we have a blog that addresses the difficult challenges the sandwich generation faces.
Even if you’re years from retirement, establishing a succession plan for your practice is imperative. This piece discusses internal versus external succession planning, as well as succession planning best practices.
This author says optimizing your website for mobile use shouldn’t be an afterthought, but rather, it needs to be a starting point. Check out these 7 strategies to consider.
Many of today’s Gen Xers are providing support to both their children and aging parents, bringing a layer of complexity. This piece explores the unique needs facing the sandwich generation and how financial advisors can best serve them.
