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2024 Wrapped: Practice Management Trends That Shaped the Year

Managing Your Practice

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Driving Growth Through Client Advisory Boards

This chapter emphasizes the role of client advisory boards in gathering insights to improve client experiences and drive growth strategies. It explores the dynamics of organic and inorganic growth, highlighting the critical importance of client referrals and effective digital marketing. Additionally, the speakers address the need for strategic planning, mentorship, and the development of new business acquisition skills among advisors to enhance overall firm performance.

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