Articles

WHAT'S THE NO. 1 ACTIVITY TRULY NEEDED IN THE BUSINESS? A scheduling process! Be it yourself or a team member, someone needs to make...

Is your calendar full with appointments every week? Are you cherry picking your client base because of time? Are you still doing the...

Why Staff Should Call Clients, Prospects and Referrals Are you still making calls to fill your calendar? I hope not! If you are, it’s...

Are you working your client base efficiently — or do you cherry pick? By cherry pick, I mean this: do you glance over the names in your...

Don’t be afraid to let go and grow! Do you manage your practice — or are you a control freak, always trying to arrange, contain and...

After training over 150 business teams in the U.S. and Canada, I know that advisors struggle with consistent appointment scheduling. One...