Must-Read Pieces for Practice Management: April 22

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practice management april 22

Practice Management

3 Must-Read Pieces for Practice Management: April 22 Edition

Kristan Wojnar, RCC™ Apr 22, 2019

Preparation for client meetings is crucial. Read these 5 best practices to prepare for your next client meeting.

  • “The Five Best Practices To Crush Client Meetings”:

Business planning is key to growing your business, but it can be overwhelming to plan for the whole year. Check this piece out for how to create a business plan in 12-week increments instead of annually.

  • “The 12 Week Year – A better way to achieve your goals”:

If you are stressed out, it is difficult to be a great advisor to your clients. This is a great read that provides tips to take care of yourself as a financial advisor.

  • “Dear Advisor: Please Take Better Care of Yourself This Year”:

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