Are there specific triggers that stop you from performing at your best in your career and with your clients? Are there fears you have about putting yourself out there to develop more opportunities for yourself and for your team? Those may be due to ghosts from your past, which Sarah Hodges, our productivity coach, describes here.
Bringing in new clients into an advisory practice is the lifeblood of any business, yet there are still sour thoughts from some professionals on the old-fashioned way of cold calling prospects. In this article we discuss the new methods for growing a wealth management practice, by serving as a true consultant to those who can benefit.