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13 Keys to Success in 2013

In the hopes to help financial advisors improve success in the new year, Mike Byrnes shared a baker’s dozen of practice management tips.

Read his CFA Institute Private Wealth Management article and make 2013 a great year by following these tips:

  1. Create a business plan
  2. Narrow the focus
  3. Strengthen your brand
  4. Research clients
  5. Generate more client referrals
  6. Build win–win alliances
  7. Improve your website
  8. Invest in being found
  9. Get PR
  10. Leverage social media
  11. Use videos
  12. Do good
  13. Get outside help

Please contact Byrnes Consulting if we can help you increase success in any of these areas or if you want to hire Mike Byrnes to present at your event.  Happy New Year!


  • Martin Churchill April 14, 2013 at 10:00 pm

    Thank you for the 13 Keys to success in 2013. They confirmed clarified my thoughts on the subject. We have simmilar views.



  • ferozee April 15, 2013 at 11:46 pm

    13 steps require further details and elaborations which as a consultant would like to know and like to share my comments thereon, thanks

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