13
NovUnconverted prospects still hold potential for becoming a client of your practice. Many financial advisors rely on referrals to bring in clients. If you already have a great referral process in place, there’s a high chance that you also have a list of unconverted referrals somewhere. There’s also a good chance that you haven’t paid much attention […]
11
NovIt’s fascinating to me the number of financial advisor practice owners who live for their practice but are bashful about sharing the value of their practice with others. Hopefully, that’s not you. What you as a financial advisor do has an incredibly positive, life-changing impact on not only yourself, but everyone around you — especially your staff[…]
05
NovHow Would You Know If You “Lost Your Mind?” Last week wasn’t the best week. I returned from an annual business retreat in Breckenridge, Colorado, where more than 500 business owners attended. Several new businesses joined us this time and there were many tremendous success stories. Business owners from throughout North America were in attendance. Jeff Smith,[…]
