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When you think about what you want for your practice, whether it’s AUM growth or client retention, it’s not likely to come from a few marketing tricks or a magic formula.
Every fruitful practice development strategy in this industry begins with intention, and that intention will be different for each advisor. Here’s an example:
“Our intention is to be the go-to team for any multigenerational family looking to build a legacy.”
If you start with a vision for what your practice should be, you can make every subsequent decision in service of that vision:
And as you get closer to the vision you began with, you also get closer to the results you’re aiming for:
So as you look to 2022, set your objectives with intention and pursue them with a clear vision.