Takeaway: 5 things that’ll boost your practice

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

Staff

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