Never Forget. Never.
Why do you remember 911? Here are some of MY reasons…
Read More Monday Morning Jump Start #20: The Process
What’s the Process you use to plan, run, manage, and measure your business? What are the Critical Success Factors™ you must consistently execute in order to maximize the value of your practice?
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John P. “Jack” Walsh; A Giant Of Financial Planning
A giant of the financial planning industry, John P. “Jack” Walsh, Founder and Chairman of the Board of Money Concepts Wealth Management & Financial Planning, is gone, but not forgotten.
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Are You Taking Your Business Vitamins?
Most financial advisors monitor results, such as: AUM/AUC New Clients GDC MDRT Credits Accountants track other critical financial results, such as: Net Worth P&L Critical Business Ratios In turn, we attempt to manage these results to improve our businesses, but here’s a problem: You can’t manage results. What you can manage is attitudes, activities, and […]
Read MoreWords Matter: A 5% Solution™
WHAT you say matters. HOW you say it gives it power.
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