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Practice Management > Building Your Business

What do any of these terms really mean?

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I’m fascinated by business speak. I’m a regular devotee of Lucy Kellaway’s business management column in Financial Times. She does her best to decipher some of the more arcane three-letter acronyms and HR directives that arrive in employee inboxes. High comedy usually ensues. We teamed up with The Boomer Project to do something similar in the advisory space for the March issue of Boomer Market Advisor.

We hear so much about superior service, holistic planning, high-net-worth clients and other practice management buzz phrases – but do we really know what they mean? What’s obvious to you is most likely not obvious to other readers. How do you compare with other advisors when defining these terms and applying them to your practice? Are you smack in the middle of your peers, or one of the outliers? This is the first survey of its type, and I have a feeling we’ll all be surprised by the results.


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