Invigorate and Transform Your Advisory Business
Invigorate and Transform Your Advisory Business
March 14, 2018 10:00-3:00 Eastern
Hilton Atlanta Airport Hotel
Category: General Information
Results-Driven Solutions: Essential Steps for Client Service Associates and Sales Assistants
It has been too long since we focused our newsletter on the client service associate or sales assistant role. As many of you know, we spend much of our time helping advisors build high-performance teams, and the role of the CSA or SA is critical to the long-term success of advisory practices.
Results-Driven Solutions: Is It Time for a Business Renovation?
Here is the latest edition of our newsletter for financial professionals. Please feel free to share the content of this newsletter with […]
Results-Driven Solutions: Have You Checked Your Mirrors Lately?
Looking in the mirror is something some people enjoy while others avoid it at all costs! Both perception and perspective can play vital roles as we look into the glass from varying angles. Some only see what they want to see; some only do self-reflection and avoid asking others their perspective. For some, looking in the mirror involves going beyond the surface and outward appearance and actually examining the inside, as well. Consider the importance of the varying mirrors when driving. On the journey to seeking our desired success and creating and developing a high-performance team and business, we need to proactively look in the rear view mirror and the side mirrors, as well as look straight ahead through the front windshield.
Results-Driven Solutions: You Do ROI…We Do ROP
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.
Results-Driven Solutions: Expanding Your Opportunities: Developing Multi-generational Relationships
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.
Results-Driven Solutions: The ABC’s of Client Segmentation & Are You Too Busy?
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.