- The 8-Step Marketing & Sales Funnel used by high-performing advisors.
- How to quickly evaluate what marketing strategies make the most sense for your business.
- What the so-called experts are dead wrong about when it comes to seminar and event marketing.
- Digital marketing - what is actually worth the effort?
- The 4 questions you should be asking during an appointment to create professional contrast and instantly drive a wedge between prospective clients and their incumbent advisor.
- Discover some of the most impactful stories to share during events and meetings to instantly improve your credibility with prospective clients.
- The psychology and strategy behind why you should never do any planning work before gaining a commitment from your prospective client.
- Attracting Ideal Clients and compelling them to duplicate themselves.
- The most effective and professional way to charge fees for your time and expertise.
The Advisor Practice Audit - a 360-degree look at your practice to identify the opportunity gaps.
- How to easily close the gaps and create scale and efficiency inside your business through processes and systems.
- Making the shift from a service-based practice to an experience-based one.
- From One to Many - making the shift in your marketing and client communication to manufacture time for you and others in the practice.
- What it means to "right-size" your practice and how to do it painlessly.
- How to increase the quantity and quality of the introductions you receive.
- Best practices necessary to be "franchise ready" and to scale efficiently and exponentially.
- The 80 / 20 Principal and the Intentional Allocation of Resources to Replicate your Top 20%.
- Learn the Economic Hiring Model to greatly offset the risk of making a poor hiring decision.
- How to approach determining a realistic valuation of your business.
- Why every practice should regularly track their valuation metrics.
- The nuts and bolts of an advisor practice transition - whether you are the buyer or seller.
- Simple steps to increase the value of your business (and avoid doing harm to your valuation).
- What every advisor should know when it comes to structuring an acquisition, merger, or sale.
- How your brand fits into the transition equation.
- What buyers are looking for and what sellers need to have in place to create a win-win scenario.
- How to position your firm for the next generation, whether you have your successor in place or not.
- Why every advisor needs an answer to the client question: "What happens if something happens to you?"
