What are you thinking about this summer?

by Pat Luby

Photo by the author. Copyright reserved.

Photo by the author. Copyright reserved.

With the proliferation of summer reading lists, everyone in the industry seems to be telling each other what we should all be reading.

Rather than just add another list, I thought it would be more interesting to offer a list of things to think about to help advisors be prepared for the back-end of the year.

  • What do I need to know about…
  • How does my…
  • How much more time do I need…
  • How can I improve…
  • Am I on track for my…

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