young-business-people-gen-Y

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

Get to know an editor

Can’t get enough of Advisor.ca? Discover what markets insights Jessica Bruno, Dean DiSpalatro, Suzanne Sharma and Melissa Shin have to offer.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca