Ep. 6 - Effective Practice Management Impacts your Clients and your Business

IDEAL Plans Ideal Advisors

English - March 15, 2020 21:00 - 19 minutes - 13.7 MB
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Previous Episode: Ep. 5 - Success Starts with your Financial Advisory Sales Process

Next Episode: Ep. 7 Make a Huge Impact on your Clients with Help from a B/D - an Interview with Dave Bibo, Co-Founder of Western International Securities

Ever wonder how some financial advisors make such a huge impact on their clients that their practice is always profitable and scalable? The answer is that they offer and deliver better services than their competition! In today's crazy market there is an enormous opportunity to differentiate yourself and serve your clients well - no matter how much money they want to invest in the market. By listening to this episode you will learn how to make yourself indispensable to your clients by understanding the six building blocks of effective practice management: financial planning, professional team building, advanced planning, technology, workflow management, and segmentation and release of inappropriate clients.