Are you a new advisor, or a supervisor with newer folks on your team?

Then check out assistant editor Katie Keir’s Open Agenda column, a recently added offering which lifts the hood on an advisor’s scheduling process by asking they share a virtual page from his or her day planner.

With an eye toward providing tips on how to better manage a practice, her inaugural column looked at time management.

Keir followed up with guidance on the merits of reviewing business goals and ways one advisor has remained organized in the face of a growing practice.

In keeping with the growth theme, her latest entry lays out why some advisors deliberately opt for smaller books.

Here’s the story list for easy access:

Open agenda: How to use your time better

Open agenda: Regularly review business goals

Open agenda: Stay organized as your business grows

Open agenda: Advantages of a small book

Read more from Katie Keir and

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