Time to redefine time
Diane L. McCurdy, EPC, CFP, had a senior administrative staff member who was incredibly organized and upbeat but couldn’t seem to get to work on time. There was always an...
Tag Archives: practice management
Ensuring that your CRM is saving time, not costing it
When your business is in a growth phase, it’s really important to tighten up the process. In my business, it’s just me currently. I’m not at a space where I...
Embracing a wide variety of diversity
At his previous company, Will Platt, CFP, CFS, was told by his manager he should only call people who looked like him. This did not sit well with the one-year MDRT...
Should your kids be your succession plan?
Steven Wang joined his father’s business at 24 years old. For the next eight years, his performance was … not great. “I sucked,” he said. “There were some days when I’d...
4 steps to transform your corporate culture
How engaged your employees are goes beyond offering a great benefits package, competitive pay, flexible work schedules and challenging projects. Your company culture is truly your competitive advantage. Most leaders want...
Realizing there could be unspoken dynamics at play with clients
There were a sister and brother who were business partners. I was directing my conversation to the brother, who was engaging more with me and who I assumed was more...
How client advisory boards lead to referrals and a better business
Do you know what your clients really think about you and how they interact with you? Would you ask them? These two MDRT members do by forming client advisory boards....
4 strategies to improve your hiring
Finding the right person for a position is part art and part science. While some people seem to have a gift for finding good people, everyone can improve their success...
Why not knowing your hourly rate limits your earning potential
If you don’t know the dollar value of your time as a financial advisor, you’re selling yourself short and creating a barrier for reaching the next level in your career....
Getting the most out of staff
When you have other staff members in your business, you want to make sure they’re the right people to help your operation thrive. Crawford McGill, CFP, AAMS, a five-year MDRT...
2 reasons to outsource your compliance
In 2011, Marc Berube bought another practice, and suddenly the 18-year MDRT member from Laval, Quebec, Canada, had twice as many advisors to manage. He needed help overseeing compliance work,...
4 steps to take when creating an app
Like many highly impactful endeavors, the mission started small. Gareth Alexander, Dip PFS, BSc(Hons), simply needed to expose clients to a new branded portal where they could schedule appointments and view...
An easy way to make clients feel special
When a prospect or client walks into the office for a meeting with Walton W. Rogers, ChFC, CLU, the first thing they see is a laminated sign in the lobby...
A really, really, really early client meeting
Earlier in my career, and to some extent still today, we did a lot of target marketing in different industries. One of those groups we courted was in the waste...
The first three C’s of leadership
What are the key characteristics of a leader you admire and who inspires you? The answers from around the world are highly consistent and constitute what I call the Seven...
