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Virtual Tools, Valuable Lessons and Improving Your Business

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 center to differentiate yourself with new ideas and build enduring client relationships.

This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times. Our first piece this week looks at the tools you need to help you run a successful virtual practice. Our second piece reminds us that there are valuable lessons to be learned from our bad days. Last, but not least, our final piece this week provides actions to improve your business during the COVID-19 crisis.

We’ve all had to learn fast how to adapt to change during the pandemic, especially when it relates to using virtual tools. This piece provides a comprehensive list of online tools to run a successful virtual practice with personalized service.

While some of us may want to quickly forget our bad days, this piece reminds us that we shouldn’t. Check out this quick video to remind yourself to look at what you have learned from your bad days as a financial advisor.

Take a look at these 3 actionable ideas to improve your advisory practice during a crisis.

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