by Michael Roby | Sep 24, 2018 | Business Planning, Inspirational
It’s been a long hike. You’ve been in a boulderfield for hours. No trail, just rock, and the incline is steep. Above 12,000 feet the air is thin, and you are tired, but you think you see the summit. A cairn up ahead marks what appears to be the summit. But as you get closer, […]
Read More by Michael Roby | Jul 24, 2018 | Business Planning, Sales & Selling
NFL training camps In a month, and the season doesn’t start until September 6th. And these are professionals! They know how to play the the game, but they prepare for the season all year long, and it gets serious NOW. Likewise, you begin your third trimester of 2018. The time to prepare for a big […]
Read More by Michael Roby | Jan 13, 2017 | Business Planning, Practice Management
Too many advisors have yet to build a WRITTEN business plan for 2017. Consider this question when setting your goals for the new year, quarter, month, week, or day:
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