Key is understanding — not judging — spending patterns to help with retirement savings
Make a daily appointment to strengthen your relationships
Get your worry under control and learn from experience
There are four key steps you need to take to ensure your financial advisory practice is allocating resources to the right place in order to be profitable
Much can be gained by building a centre-of-influence network with professionals such as architects, high-end car salespeople, real estate agents or owners of clothing boutiques
Periodic assessments and culls of the material you give to clients increases effectiveness and maintains order
Using assistants and office organization systems frees up time for clients
Showcase your expertise using examples from your practice
Put your strategy in place by exploring the needs and preferences of the groups you want to attract
Listing the steps, allocating resources and periodic review keeps your plan on track