Financial advisors are worth $500 per hour. In studying and working with a number of advisors at various levels of production, it is clear that successful advisors generate $500 per hour. You ARE worth $500 per hour IF you are advising clients. Period. End of discussion.
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Feel as if you have a lot of balls in the air right now? What do you tell your clients about the markets? How could this critical election affect portfolios? …how do you plan for Q4 and 2013 with all of the uncertainty?
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Why do you remember 911? Here are some of MY reasons…
Read MoreWhat’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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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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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 […]
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