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I think many can agree that in today’s world, time is of the upmost value and there certainly doesn’t seem to be enough hours in the day to accomplish everything you set out to. Lists are a mile long and all areas of life, from personal to professional, are packed with things that need to get done. The solution? Add..Read More

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Whether it’s your first or fifth person, hiring someone to join your practice is a BIG deal. It’s an investment of money, yes.

But, it’s not just that. It takes considerable time to train a person and depending on…Read More

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If you’re like most, you’ve created a business or marketing plan or both throughout your career. There’s a bazillion suggested templates out there ranging from simple to complex.  After using a number of them when coaching Advisors, I found…Read More

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When advisors start in the business, they tend to over accommodate or overlook things because prospects aren’t exactly dropping out of the sky and so Advisors will take the approach that they’ll let it go to get the business.

This might have allowed many Advisors to earn…Read More

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Like many advisors you know the impact that social
media can have on the growth of your practice but
you simply don’t have the TIME to implement a social
media strategy.

I know so many advisors that have shied away from taking action because the investment of…Read More

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Have you ever brought on an intern? If you have, what was your experience? I’ve brought on dozens of interns for myself and for Advisors I’ve worked with throughout the years and I’ve seen it work but in my earlier experiences, I’ve seen it flop!

Bringing on an intern can be a wise business decision in specific circumstances and when handled a certain way. I’m here in this video to share with you…Read More