Practice Development

Your Single Q4 Project (Distraction-Proof Advisor Idea Video #162)

Make the most the time left this year by starting to implement a major structural improvement to your business now.

Should You Demand All or Nothing? (Distraction-Proof Advisor Idea Video #161)

What do you do when a prospect thinks diversification entails using multiple financial advisors?

Map Out Your To-Do List (Distraction-Proof Advisor Idea Video #158)

A better way to wrangle your to-do list.

The Beginning of the COI Dance (Distraction-Proof Advisor Idea Video #156)

How to follow up with centers of influence to maximize your connections with them.

Grow Your COIs: Here’s How We Did It – Part II (Distraction-Proof Advisor Idea Video #143)

How do you start relationships with Centers of Influence you don't know yet?

Grow Your COIs: Here’s How We Did It, Part I (Distraction-Proof Advisor Idea Video #142)

Now is a great time to be deepening relationships with Centers of Influence.

How Does Your Business Grow? (Distraction-Proof Advisor Idea Video #140)

Growing a successful business is similar to growing a flourishing garden.

Deal With Your Weak Points (Distraction-Proof Advisor Idea Video #138)

We've all got our weak points. Here's how to manage yours.

Again, and Again, and Again (Distraction-Proof Advisor Idea Video #128)

Doing the same thing over and over and over again is THE way to build a great business.

Don’t Tattoo This Anywhere (Distraction-Proof Advisor Idea Video #125)

Commit to specific numbers so you know exactly what business you're going after this year.