Five Steps To A Resilient Advisory Business
Today's financial advisor is overwhelmed, overworked and experiencing stagnant growth.
Success Requires Systems - In this keynote presentation, attendees will learn how top-performing financial advisors, teams, and firms implement customized business systems in 3 core areas: Client Service, Investment Management, and Business Development.
1. Assess Your Human Capital
2. Assess Your Client Base
3. Build A Resilient Client Service System
4. Build A Unique Investment & Planning System
5. Build A Sales & Marketing System
Gap Assessments:
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Human Capital Assessment
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Client Base Assessment
Systems Implementation
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Client Service
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Unique Investment & Planning
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Sales & Marketing
