Aug 26, 2021
Many advisors aspire to be an investment manager rather than a financial advisor -- and this can undermine the value and salability of the business. There are very few ways to stop devaluing your business, learn them here.
- If performance is down, your client has just one solution -- fire you.
- No one wants to buy your...
Aug 19, 2021
Seminars are back, returning with a lift in response rate
numbers from pent-up demand after lockdowns.
The previous video referenced, "Is now the best time
for seminars?"
In this RARE we cover:
- Higher live event RSVP percentage response.
- Higher closing rates from live events.
- How clients are seriously looking to...
Aug 12, 2021
How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically.
Article Quote -- "We're actually seeing that employees that spend more than 4 years at the same company are more inclined...
Aug 5, 2021
We all have mental triggers. When they are gone, we suffer. We don't have an efficient way to get in the zone. Our businesses falter. This info will help you recapture that advantage.
- Without a commute there is often no distinction between work and home life.
- 30 minutes each way is the average.
- Prepping &...