Takeaway: 5 things that’ll boost your practice

By Staff | September 17, 2012 | Last updated on September 17, 2012
1 min read

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

5 things that make your practice more valuable

  • Databases that indicate clients’ risk tolerances, investments, frequency of contact, etc.
  • Automated customer contact
  • Documented business procedures
  • Opportunities for growth (e.g. intergenerational accounts)
  • Focus on a specialty or niece
Read: Don’t fudge a business valuation >
Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.