11 ways to give your practice a summer makeover

Advisors looking for to beat the heat while looking polished at client meetings can use the hairstyles in Walmart Live Better’s how-to gallery.

The summer months are more than an opportunity to try a new hairstyle. Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.

Learn about how to redesign your office to make it more functional and inviting. Or see how tweaking your wardrobe can help your career. We even have videos explaining how to fit a suit, tie a bowtie and fold a pocket square.

Strengthen your ties with clients over the warm months by doing things together. Keep pace with well-off clients, whether it’s on a yacht, in wine country or at a gala.

Between the fun, prepare for busier months and beyond, by succession planning and prospecting.

Staff

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