Business-building ideas and advice to move you forward faster.
Scheduling every client’s next meeting before you finish your current meeting gives them peace of mind and you more time.
If you missed last week’s video post about why your client portfolio review process needs to be predictable, check it out here.
You can visit the blog directory page to link to more previous videos with distraction-proof ideas to help you gain control of your advisory business, work smarter, and succeed sooner.
Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.
"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"
Michelle Glass, Glass Financial Advisors