From the January 2010 issue of Investment Advisor • Subscribe!

Ten for 2010

Sidebar to Mark Tibergien's Column "Ten Things to Do Now"

Take these ten digestible steps this year to regain control of your practices and get back on the road to growth.

1. Assess pricing strategy

2. Determine the characteristics of your optimal client

3. Invest in the development of one associate

4. Reward procurement of the "right" clients

5. Improve workflow

6. Deploy a referral program

7. Leverage partners and platforms

8. Add capacity

9. Align incentives to desired behavior

10. Eliminate low impact expenditures

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