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.
Read MoreMonday Morning Jump Start #19; The Process
The Process starts with goals, and a Big Vision. What is your Big Vision? If we were to meet one, five, ten years from now, what must happen for you to consider your efforts wildly successful? Describe your Perfect World™.
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Style Versus Substance
Style or Substance; which is more important in selling?
Read MoreMonday Morning Jump Start #18: Alabama Football & Financial Advisory Practice
Building your practice is no different than building a championship football team. You set clear goals; crystal clear. Then you build the process. Never easy, but remarkably simple.
Read MoreMonday Morning Jump Start #17: I Was Wrong; REALLY Wrong!
Last week’s MMJS addressed the LACK of ROI for the British Athletes from the $38 billion or so spent on the Games of the XXX Olympiad. As a result of an article in USA Today, it was strongly suggested that the medal count for British athletes was not well served by the money spent. After […]
Read MoreDoes Your Marketing Get A Gold Medal?
Is YOUR spending for marketing and client events for show, or is it for dough?
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Monday Morning Jump Start™ #16: Olympic Gold
What would it be like to say you are THE BEST IN THE WORLD?
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