Weekly Digest: Monday March 25th

Weekly Digest: Monday March 11th

Welcome to our weekly roundup of actionable items and news you may have missed from the previous week in the world of practice management and business planning.

eMoney provided an excellent case on why we should be using client data as a foundation for client personas. Client personas aren’t just for your marketing team – you can use them as an advisor to get to know your client better, deepen relationships, and extrapolate that data to new clients. Learn more about building client personas here.

When you’re doing everything right but still not growing, it can feel so frustrating. Discover why plateaus occur and how you can break through them in this article by Nate Lentz, CEO and co-founder of Concurrent. 

What’s up with organic growth in the RIA world lately? Data suggests that advisors are coasting on market gains instead of business growth, but why? Learn more in this article from WealthManagement.com by Robb Baldwin. 

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