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 2021 winds down and we look toward 2022, let’s examine the important topics of time management and productivity. Our first piece this week offers some solid time management strategies. Next up we have a piece that tackles hiring a coach. Last but not least we have a piece that offers ways to take back hours in your work week – and who doesn’t want that?
How are you prioritizing your time? This piece breaks down daily business tasks into three categories. Read on to learn how to better prioritize the tasks you do each day.
Many financial advisors hire a business coach. This piece provides great insight into whether or not to hire one and how to select the best one for your specific goals and objectives.
Want to reclaim hours in your week? Check this piece out for four principles to help you take back up to 10 hours of your week.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.