Practice Planning

Read news, information and trends on practice planning exclusively sponsored by Commonwealth Financial Network.

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Does Your Advisory Firm Need a Chief Compliance Officer?

Mar 03, 2017

Consider these three options for filling the CCO role.

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Could Telecommuting Work for Your Business?

Mar 01, 2017

Be sure to do your research and weigh the impact of a work-from-home policy on your firm.

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Contemplating Compensation

Mar 01, 2017

7 keys to developing a compensation plan to attract new talent and retain employees.

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A New Year’s Checklist for Advisors

Jan 06, 2017

A series of practice management and business development tasks that advisors should consider as they enter 2017.

Five Tips for Better Decision Making

Dec 06, 2016

Too often advisors put off major decisions in search of the perfect solution. A better strategy is to make good decisions and execute on them quickly.

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To Grow or Not to Grow: A Financial Advisor’s Dilemma

Dec 02, 2016

Most financial advisors will make a choice: grow their business or slowly disengage from it. Which choice is right for you?

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Harnessing the Power of Client Feedback

Dec 01, 2016

Use client input to make informed decisions about your business.

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9 Best Practices for Videoconferencing with Clients

Dec 02, 2016

Before you offer this service, do your due diligence to make sure it is viable for your practice.

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How to Keep Your Employees Satisfied and Engaged

Dec 01, 2016

Happy employees play an integral part in your firm’s success. Get tips for a personalized approach to meet individual needs.

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4 Steps to Pinpoint Your Ideal Client Profile

Mar 01, 2017

A quick audit will help you shape a picture of your ideal client, refine your prospecting strategy, and boost your business’s growth potential.