Ensure all members share vision, strategy
Get creative and avoid the “home cubicle” syndrome
Advisors can learn to better meet clients’ evolving needs
Take advantage of seasonal lulls to re-evaluate your business and prepare for the next rush
Make your functions more engaging without losing sight of business objectives
Most financial advisors are not particularly good at managing their own finances
Trolling for new clients can be expensive; effective client retention strategies can lead to referrals
Take the approach that best represents what’s important to you, no matter the cause you’re supporting
Raising funds for a good cause could possibly generate attention for you and your practice
Being an effective listener is key to learning what clients want out of their lives