Taking cues from the competitive landscape can help you grow your business
Assess your processes and get your team involved
Treat team members as individuals and provide opportunity to grow
Create a realistic view of how much investment risk they can handle
Be prepared for different attitudes, but avoid stereotyping
Ask your clients how they would survive a sudden loss of income
Some advisors become complacent once they have attained a certain size of practice
Set priorities and devise a plan
“Once you have retained a client for five years, you are likely to keep them for life”