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.
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: