Summary: Working on your business all the time can stress you out and make you wonder, “Is this worth it?” When these thoughts cross your mind, it’s important to step back and tap into gratitude. That may sound like a counterintuitive move, but you would be amazed at how a simple gratitude practice can change […]

Summary:  You can’t rely on automation for all your marketing, nor can you spread yourself across 100 clients. Automated messages and check-the-box touchpoints can make clients feel as though you don’t really care. Instead, focus on your top 10–15 relationships and actively nurture each one. Doing so will turn these people into raving fans that […]

Summary:  Once upon a time, an advisor could add five accountants to a Rolodex and call it a COI strategy. That approach doesn’t cut it anymore. Today’s growth-oriented advisor needs to diversify COIs and build real relationships with them. Doing so will help you establish a steady lead flow, deliver better service to your clients […]

Summary: Do you dread any aspects of running your business? Every advisor has a list of tasks that they would rather not do. The good news is that you can grow your practice by leaning into the activities you enjoy most. Learn how to increase firm productivity by leaning into your strong suit! What do […]

Summary: If you have ever tried to plan your day just to watch that plan fall apart, this article will offer tactical advice on where you may have gone wrong — and how to get the full benefit from planning done right. Here’s a funny paradox about life and productivity: The more disciplined and regimented […]

Summary: If you feel that your day gets away from you all too often, what you need is a routine. Here are 3 simple steps to get started. Do you wake up every morning feeling stressed about the day ahead?  Do you wait until you’re sitting down in your office to see what you have […]