Improving the processes in your practice is one of those things most financial planners need to do, but usually they put it on the back burner so they can get higher priority tasks done. Like meeting new clients and reviewing existing clients. But at some stage it will be worthwhile taking the time to improve [...]
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Jul
2011
1. Get a Website This one is the most obvious of all. If you don’t have a website, you are wasting possibly the biggest opportunity available to bring in new clients as well as engaging your existing clients. Websites can also save time. Instead of clients calling you every time they need a fax number [...]
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