In our last newsletter, “Does Your Team Have What It Takes to Work,” we provided a simple model for building a results-driven team. This month’s newsletter is about the importance of surrounding yourself with the best people.
Many of us are excited that the calendar pages are changing so that we can say goodbye to the winter blues and welcome in invigorating spring. Sarah has just delivered three impactful sessions for top producers: Beyond the Basics: Using Your Team to Better Serve Your Clients, Teaming: From Thought to Action, and Succession Planning: Take Action Now, No Matter Where You Are in Your Career. Krista just returned from the Million Dollar Consulting Convention where she gained great insight from the best of the best professional consultants. She will apply this insight to her work with leaders and top producers and share it with you in upcoming newsletters. What professional development programs are you attending to expand your craft and leadership abilities?
As a Financial Professional reading this newsletter, take some time to reflect on your business. Do you make it effortless for your clients to do business with you? Do you really deliver on an ultimate client experience? Are you and your team equipped to solve service issues if they occur? If you aren’t addressing these questions, then you are purposefully ignoring a key aspect of your brand.
Happy 2015! For our first newsletter of the year, we offer you insight on Developing Efficiency and Effectiveness in Your Business so that you can maximize your performance.
Happy December! The final days of 2014 are upon us. Please be sure to spend this time reviewing the year, being present to enjoy the many “gifts” that the holidays bring, and looking toward building a stronger future. The energy that you put into this time of year will reap rewards for the upcoming year, so we encourage you to spend it wisely. This newsletter will help you focus on some critical questions that you should be asking yourself regarding your practice. Enjoy!
In this month’s newsletter, Investing Time in Practice Management Impacts Today and Your Future, we remind you to stop procrastinating and start working ON the business to reap exponential results.
In this month’s newsletter, Expanding Your Opportunities: Developing Multi-generational Relationships, we remind you to constantly focus on organic growth opportunities by building more in-depth relationships. So often we work with advisors who have not yet fully capitalized on the “low hanging fruit” in their practice, which ultimately leaves their future profitability and business value insecure.
In this month’s newsletter, we discuss two team activities that focus on valuable assets in your business – your clients and your time. We hope you enjoy these practice management tips.
Happy Summer. Hope you are enjoying the summertime! We are hearing great successes from our thriving advisory teams. Referrals, organic growth, team expansion, and a focus on business optimization are consistent themes. In this newsletter, we offer some guidance on increasing revenues through organic growth. We hope you enjoy it!
Happy August. Hope all is well with you. We are back from some summer vacations and gearing up for a busy Fall schedule of training and workshop events in NYC, Minneapolis, Chicago, Richmond, Dallas, and California. This summer, we also advanced our own professional development by attending a 2-day Emotional Intelligence training session and getting “A’s” on our certification exams. We look forward to including this valuable knowledge in our team building events and consulting.
Team Insights, our column designed for advisory teams, provides a focus on business succession. Corporate Insights, our column designed for corporate leadership, focuses on helping ensure that “employees” are delivering the Ultimate Client Experience.
