Henry Wells’s practice had reached a plateau. When Henry had felt this way previously, he had been on the cusp of change in his practice. Now, Henry has learned that:> almost every business experiences cycles of growth and plateaus;> a plateau may be an indication it’s time to alter at least one aspect of the […]
Dodee Frost Crockett of Dallas cultivates an impressive network of contacts
Being able to count on team members is key to growing your practice
Learning great business-building strategies is one thing; putting them into action is another
Time-blocking helps you get control of your schedule
Henry had a “dream” business: loyal clients, assets, income and reputation. But something was missing
Focusing on affluent clients requires the right tools to be effective
A financial plan needs a strong life insurance policy at its core, MDRT delegates told
Jake jumped at the chance to take over a retiring colleague’s clients. But was it the right move for his business?
Jake Smithers was excited about the prospect of taking over a retiring colleague’s book of business. Jake needed to learn that there are a number of important details beyond valuation, legal and accounting issues to consider before completing the transaction: > The single most important consideration is “fit” between the two advisors. They should have […]