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2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations

Every month, 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 timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients and prospects. Our first piece this week looks at setting 2021 goals and the importance of not focusing on things you can’t control. Our second piece is about prospecting during COVID-19. Our final piece focuses on how to handle talking politics with clients and prospects.

As you set your 2021 goals, check out this quick video to focus on specifics instead of wasting your energy on what you cannot control.

Prospecting in the COVID-19 world is a hot topic. This piece looks at how top advisors have adjusted their prospecting process for today’s world.

Political conversations have become harder and harder to navigate. This is a great piece to help you handle potentially heated conversations with clients and prospects around politics.

Don’t forget to visit our News section to catch the latest updates.