The quest for insight into the habits and characteristics that make some advisors excel when others fail is global. While there is no magic bullet that will work for everyone, top-performing advisors share many best practices
Focus on what you have, not what you lack
Your attitude is key to building your client base
Ensure your practice operates efficiently and treat it as a business, not just a job
Terms such as "vision," "strategy" and "tactics" all have a place in determining how you will reach your business goals. What's important is that you start your planning with a clear idea of what you want your business to become
Focus on one job at a time
Use a decision matrix to organize your ‘to-do’ list
Finding out how much revenue a client creates over time can boost your practice
Having a messy desk not only affects the perception of your practice among established and prospective clients, it also affects your mood and productivity, as scientific research reveals. Here are some tips on how to keep your workspace clean