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
Human Capital Assessment
Client Base Assessment
Unique Investment & Planning
Sales & Marketing