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Practice Management

3 Must-Read Pieces for Practice Management: November 11 Edition

Kristan Wojnar, RCC™ Nov 11, 2019


Every month, 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 center.


We are taking a look at the themes of gratitude, achieving goals and marketing budgets this week. As the holidays approach, our first piece discusses creating an attitude of gratitude with clients, colleagues and yourself. Our second piece provides tips to help you achieve business goals that may seem out of our league. Our final piece offers a wide range of considerations to think about when spending your marketing budget, no matter the size.

The holidays are rapidly approaching. It’s the season to be grateful! Check out these best practices to create an attitude of gratitude.

As year-end approaches, do you have some big, scary goals to tackle? This is an excellent read with 6 tips to help you achieve them.

Whether you have a limited marketing budget or a large budget planned for 2020, take a look at this piece that offers a crash course of considerations when spending those marketing dollars.

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

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