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Summary: As an entrepreneur and the CEO of your own firm, it is important to develop a detailed annual business plan. The benefits of business planning are twofold: a tangible plan helps your partners and employees focus on your annual goals, and it enables you to benchmark your firm’s progress.
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Summary: Between gathering with clients, prospects, centers of influence, product providers, colleagues and staff, advisers spend most of each week in meetings. Business development expert Cameron Herold offers five tips for turning each huddle into a more productive session.
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Summary: How many of you have written the following at some point?
- Just checking on the status of…
- Actually, I only needed…
- Sorry to bother you…
I know I have done this! So, why do we do this? Why strip our writing of any power? Are we really sorry for bothering someone for something we need? Is our goal to minimize what someone else thinks of our request?
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Summary: Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work.
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Summary: Good communication is essential to success as a financial advisor. Talent alone won’t help if you’re unable to effectively communicate the advantages of your practice, in order to gain new clients and then retain them.
