How Financial Advisors Need to Prioritize

All of us at some point fall victim to task list creep.  How do you determine what is not only is important but will help you increase revenue? What I have found is basically only two types of tasks. Those that will make you money, and everything else. Let me share...

Podcast #1121 How to Execute Your Mid-Year Review & Break

It’s hard to believe that we are almost at the halfway point to 2016. Each year the pace seems to pick-up and the months just fly. In the episode, I want to break down for you the process of setting-up your mid-year review along with what you want to benchmark and how...