Ep. 1 - How to Build a Plan to Create Your Ideal Advisory Practice

In this inaugural episode of IDEAL Plans Ideal Advisors Podcast, your host Richard Boone, explains how advisors can use his IDEAL Plan Process to create their own vision of an ideal advisory practice.  First advisors need to take stock of their current business and where they'd like to go.  Using his process, they can then determine which critical business elements need improving, and when, to get the best results.  He briefly describes each of the elements - branding, marketing, business development, sales process, practice management, client relationship management, and business optimization - and how they interconnect to each other.  By understanding the relationships and importance of each element an advisor can make their own decisions about where they should focus their time and energy to achieve new success.