Ep 18 Getting the Most Enjoyment and Value from your Business
IDEAL Plans Ideal Advisors
English - June 21, 2020 15:00 - 23 minutes - 16.2 MBCareers Business Entrepreneurship financial advisors advisory practice coaching coaching programs referrals prospecting client engagement growth advisors marketing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 17 Resetting your Client Relationship Management in 2020
In this episode we'll explore what are the key building blocks to a fully optimized business - one that you can fully enjoy and that has tremendous value! Topics include: working with partners, supporting new advisors, staffing, exit planning, profitability assessment of your service matrix, maximizing business value, and optimizing your work/life balance. By listening to this podcast you'll be able to take stock of your business. When you know what needs to be improved you'll be more confident to take action. If you take action you can see your vision of an ideal advisory practice become your reality.