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”:http://18.209.105.145/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”:https://blog.nationwidefinancial.com/practice-management/12-week-year-financial-advisors/

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”:https://www.horsesmouth.com/dear-advisor-please-take-better-care-of-yourself-this-year

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