Four Priorities for Female Advisors in 2022

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"New year, new me!" We've all heard the cliché a thousand times before. We'll go to the gym every day, we'll prioritize eating healthy foods, we'll get more sleep and drink less coffee... The beginning of a new year is always full of great intentions that may not last through January.

Still, as cliché as it may be, a new year serves as a great opportunity to revisit goals, set intentions, and cultivate a positive and enthusiastic mindset that will propel you forward throughout the year, especially as a business owner.

We're sharing four areas of work female advisors should resolve to pay special attention to in 2022 –plus, how you can give those resolutions staying power.

Streamlining technology

As a business owner, you know that time is of the essence. From meeting with clients to managing portfolios, handling compliance to dealing with IT, and everything in between, independent RIAs have numerous time-sensitive tasks to juggle and keep track of. One of the best ways to simplify your workload is to streamline the technology you use, including your CRM system, client portal, portfolio performance reporting, client invoicing, and financial planning software. Remember, the importance of a solid technology infrastructure cannot be overlooked – it's critical for the long-term sustainability of your business.