Relax. Review. Refocus for a great second half.
This summer probably more than most, clients will head out of town for some R&R.
While you might also need to get some quality rest time to think and recharge, the season brings some opportunities for you to review, plan, modify or tweak some more foundational aspects of your business. Maybe you want to finally segment clients effectively, create a decent referral partner (COI) tracking system or create that podcast you've been thinking about.
Before you jump into the summer months, attend this webinar and leave:
Join us as we refocus on our goals and what matters most!
National Director of Practice Management,
Paul Kingsman works directly with advisors who want to grow their business. Through his speaking, writing and business coaching, Paul helps set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor and Olympic medalist, he understands what works in the real world – teaching practical, actionable solutions to advisors' everyday challenges.