Is Your Marketing Meaningful?
Are you tired of receiving an inordinate amount of meaningless junk mail and emails? How do you think your clients and prospects feel? Probably the same way! At the Academy…
Do You Have a “Delegation” List?
Most advisors have a “To Do” list, but not a “Delegation” list. Do you have a “Delegation” list? When most people plan their day, they more than likely have a…
Is Your Referral System Attracting Qualified Prospects?
Are you tired of attracting the wrong type of prospects for your practice? All advisors want great clients, but many are not attracting “qualified” prospects. When you start to take…
Are you looking to grow your practice?
Today’s challenging environment provides a great opportunity. Why? Many investors are nervous or concerned about investing in today’s volatile environment and that concern provides opportunity. As the Academy emphasizes, confusion…