As advisors, we have lots of demands on our time and attention. This January, we wanted to take a pause from information related to our client situations to focus on how to run our practices in a way that doesn’t run us ragged. This meeting is a time to focus on what’s working well for you, what could be improved and to share ideas about strategies that work. Come prepared to talk about your challenges and listen to your Board and your fellow members raise ideas to consider. We’re better advisors when we’re able to make choices about our days that leave us room to re-group, think deeply and give each client our full attention. If ‘inbox-zero’ is a goal for you, we’ll have tips for that. If you’re looking for longer-term, farther reaching ways to continue to do what you love without burning out, we’ll talk about that too.
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