As you map out your business strategy for the coming year, make a resolution that you’re only going to do the things you really enjoy doing and are very good at, and that are absolutely essential to the success of your firm, and that you’ll delegate all the rest.
Why delegate?
When it come
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If you believe recruiting other top business development people is the answer, you should think again.
'What surprises me is not what is negotiated for larger clients, but how little some advisors charge for smaller clients.'
A thriving organization, whether it’s a three-person team or large firm, is one made up with people who have complementary strengths and abilities.
Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.
Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.
