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Real Assets Adviser

July 1, 2015: Vol. 2, Number 7



Summertime Reset for Advisers: Seasonal slowdown in client traffic means RIAs can get refocused on their business processes

Author: Anna Robaton

Summer is here, and many of your clients probably require less attention now that their thoughts have turned to vacation, and away from the vagaries of the market.

That makes the quieter summer season an ideal time to step back and do some planning when it comes to your own practice. After all, many advisers rarely take the time to focus on their practices because they are too busy tending to their clients’ affairs, particularly during tax season and the hectic year-end period.

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