How to Start Your Own Study Group
When advisors learn that I facilitate high-performance team meetings, sometimes called study groups, they want to know how to set …
Miscellaneous
A Six-Step Plan to Track Prospects
It is less expensive and time consuming to keep an existing client compared to acquiring a new one. Therefore, much …
Are You a Queen Bee? Do You Have Queen Bee Clients?
In an effort to better serve your clients, you may have read articles or had clients take quizzes to help …
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How to Organize Your “Stuff”
When advisors ask me to help them set up systems for their business, I put on my professional organizer hat. …
Protecting Your Most Valuable Assets
For many advisors, their practice is their largest asset. As with most assets, it is essential to protect your practice. …
Summer: The Best Time to Conduct a Technology Evaluation
The idea of evaluating and upgrading technology puts many advisors in a panic. There are so many options, and the …
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A Checklist to Make Your Office Stand Out
In July 2015, Dan Richards shared information on appropriate dress for client and prospect meetings. He stated that “what you wear will …
A Disaster-Preparedness Checklist
Whether man-made or an act of nature, all businesses should be prepared for the unexpected. Here in the San Francisco …
Manage Your Time More Effectively with a Model Week
Have you already given up on your New Year’s resolutions? Lacking the time to fit one more task on your …
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