We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

5 things that make your practice more valuable

  1. Databases that indicate clients’ risk tolerances, investments, frequency of contact, etc.
  2. Automated customer contact
  3. Documented business procedures
  4. Opportunities for growth (e.g. intergenerational accounts)
  5. Focus on a specialty or niece
Read: Don’t fudge a business valuation >