Summary: The start of the new year is an opportunity for advisors to not only reflect on the past year but to look ahead at the year to come. In particular, it’s a good time to take stock of the various administrative tasks that require your attention, and to consider the larger strategic decisions that will guide your firm through the next 12 months.
 The key is to approach this year-end review with the mindset of a business owner. Step back from day-to-day responsibilities of managing portfolios and client relationships and focus on the management and growth of your practice."Marty Miller, Founder, ClearPath Consulting |
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