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Practice Management

3 Must-Read Pieces for Practice Management: June 17 Edition

Kristan Wojnar, RCC™ Jun 17, 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.


With summer upon us, this week we are looking at the topics of when your clients hit the road, must-reads for summer reading and client review meetings. First up this week is a piece about what clients might want from you when they are traveling this summer. Next, we are looking at a piece that has must-read books for financial advisors you may want to look at this summer. Our final piece outlines ideas for client review meetings.

Chances are a lot of your clients are traveling this summer. This quick read provides some interesting research and ideas on how to assist your clients when it comes to travel plans.

Looking for some summer reading? This piece provides a list of 20 must-read books for financial advisors.

It is hard to believe we are halfway through the year. As you are preparing for semi-annual or upcoming annual client review meetings, read this piece for ideas to be better organized.

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

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