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Practice Management

Webinars

Bigger & Better

You see, John – a financial advisor in Clarksburg, West Virginia – went from scrabbling and scrambling to knowing exactly how many pebbles it takes to bring the water. (Water, in this case, being new assets under management.) Over the past two years, he’s honed, refined, and most of all, simplified the core processes that make up his business. The result? $2M in new assets each week. Yes, you re…

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Webinars

Practice Management Immersion

Suppose you want to take more time off and not come back to messes. How would you do that? You would strengthen your practice management system. That’s what I am going to show you in in this webinar. In this webinar, we will focus on “work on your business, not in it.” Every financial advisor must work o…

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Webinars

5 Ways Your Team Can Skyrocket your Production

You see, working smarter means working as a true team, leveraging each individual’s strengths. It means each team member taking full responsibility for their role in your company’s growth. It means developing or deploying established processes to increase efficiency. It means monitoring what’s working to increase your ROI on time and spending more time doing what actually…

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Webinars

Mastering Time Management

Every day, thousands of advisors go into their office, close the door, and look at their massive “to­do” list. And every day, thousands of advisors make the same mistake. To explain what that mistake is, picture this scenario: It’s time to mow the lawn, so you get out your mower and start working on your front yard. On the way…

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Webinars

Ten HR Mistakes That Put Your Practice at Risk

More than one of our clients have struggled with this aspect of practice management. As one client recently told us: “There are business coaches and marketing coaches, yet no one coaches on the key areas that take the energy out of an advisor like personnel problems.” That is exactly what we address in this webinar. In the independent space…

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Articles

A Guide to Retirement Planning for Advisors

You spend countless hours helping your clients get ready to retire. You coach them on how to structure their investments to maintain the lifestyle they desire. You help them with Social Security, possibly Medicare. You may even offer counsel on where to live. But what about you? Almost every advisor I talk to has a single answer…

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Articles

Turn These 5 Business Threats Into Opportunities

Don’t think for a minute you can escape fee compression. It’s happening now and will continue to happen. Fees are now 1% or even a little less. Ten years ago, they were double that. In another decade, or sooner, they will be half what they are now. Why? Supply and demand. The Department of Labor fiduciary rule has chased thousa…

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Articles

The Buyout Partnership

The greatest prospecting opportunity in the history of this industry is right now.
No, it’s not cold calling.
It’s not the “85% of high net worth investors who would consider changing advisors or be open to a second opinion.” It’s not networking, referrals, introductions, seminars, direct mail, or anything else.
It’s the legions of baby boomer brokers who…

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