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The Importance of an Organizational Chart For Your Business
The Importance of Organization and Structure (Pt 1) What would happen if you took a month off – starting tomorrow? Would your business spiral into chaos or would it run like a Swiss watch? What would...
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The Benefits of a Financial Advisor Procedure Manual
The Importance of Organization and Structure (Pt 2) You’ve probably heard the old saying that your business is supposed to serve your life rather than the other way around. If that is something you...
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“Done” is better than “Perfect”
From Intent to Implement Of the many universal laws and principles that affect us all in life, the one that intrigues me the most this time of year is The Law of Diminishing Intent. This natural law...
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Make Compliance Your Friend
Be Compliant For What it Gets You, Not Just Because You Have To You might be wondering how the topic of compliance can relate to productivity. Many people shudder at the thought of compliance and...
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Minor Adjustments = Major Improvements
The Power of Consistency and Mid-Course Corrections After a recent seminar where I talked about a proven process that improves client review meetings, an advisor approached me and said, “I really liked...
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The Indispensable Manager
From Manager to Leader Please consider forwarding this Actionable Tip of the Week to your manager if he or she aspires to learn: A proven process to lead elite advisors with a 1:1 strategy A sequential...
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The Multi-Sensory Office
Creating an Experience that is Memorable and Refer-able When it comes to practice management, a lot of attention gets placed on the client experience. Using an agenda, having a fit-process,...
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The Power of Incrementalism
For today’s Tip of the Week, we dig deep into our archives and re-submit this ‘freshened’ article which seems timely. Like “spring cleaning” for our business activities. Enjoy. The Power of...
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The Winning Edge Revisited
I believe we may see two primary types of financial advisors in the future: salaried employees making a decent living, and elite entrepreneurial advisors processing their business through respected...
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Stop Practicing and Start Building
Clients should be loyal to a process not just to a person and performance Stephen Covey, the legendary author of the book The 7 Habits of Highly Effective People, advised that we should always begin...
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