Milestone Elements™: Practice Management

Practice Management

In September, our team had the benefit of attending a conference entirely focused on how advisors could run their businesses.  Prior conferences we have attended were focused on portfolio strategies, macroeconomic forecasting, technical analysis of stocks, with sometimes, but not always, a bit of practice management thrown in.  This conference, however, consisted entirely of practice management, and was very enlightening.  Many of these ideas we “took home” with us, especially those on how to be better business operators, and how to really hone in on client service and expectations.  Look to 2017 for the implementation of these ideas.