Professional Practice Management

Picture of pendulum balls illustrating expertise is key to success in building trust

Building Trust with Prospects: A 3-Step Strategy

4 minute read Building trust and winning prospects’ confidence doesn’t begin with building rapport—despite years of expert testimony to the contrary. To kick off solid relationships with prospective customers, you’ll need to focus on one thing: positioning yourself as an expert. Picture this: a prospect leaves thinking precisely the same way he did when he …

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Over the shoulder view of Professional sharing investment strategy

Investment Policy, Investment Strategy and the Professional Practice

6 minute read The Professional understands that communication with clients is of vital importance, not only in terms of the content delivered but also in how a Professional shares information. As a Professional Practice, my team and I focus on 24/7 service. We have made ourselves highly accessible to our coaching clients, Mastermind participants, and …

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A picture of mature couple meeting financial advisor to illustrate client relationships

Client Relationships: A Professional’s Most Important Asset

4 minute read The world as we know it has changed, but some things remain constant: with all that has gone on in the last two years, clients are looking for a deeper, lasting relationship with a professional advisor. Today’s client seeks a professional advisor who understands the importance of client relationships and is invested …

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An operations manual in blue binder on desk in the office with calculator and pen

Creating An Operations Manual For Your Professional Practice

5 minute read Your Professional Practice is meant to grow. Whether you’re currently a rookie, sitting in the bullpen with a dozen other rookies, or an advisor with one assistant, or even a small team, you have the potential to reach the next stage of Professional Practice. A small team of two can turn into …

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books for financial professionals

The Best Books for Professionals, Advisors & Practice Managers

3 minute read Are you still in the habit of learning new things? Many financial advisors wonder what they can do to become well-rounded and competitive while increasing their rate of success. A simple way to improve is to increase your knowledge. Dedicating yourself to being a lifetime learner is the greatest gift you can …

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Sands of Time

The Sands of Time

This time will embed itself in the memory of our families for the rest of their lives. Make it memorable in a good way. Many are working from home for the first time. Routines have changed. Distractions have increased. Finding that quiet moment may be difficult. But we can transform this time into different vivid remembrance if we desire.

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