September 17, 2018 / by Don Connelly / Best Practices / 0 comments
If you want to build a healthy practice, there are several things you must prioritize, including the following.
#1. Prospecting
To run a healthy business, you need a pipeline full of good leads. Referrals will probably not be enough to grow your business – and networking, whilst productive, won’t guarantee that you’ll meet the right people. So, prospecting (i.e. actively recruiting or seeking out new clients) must become your priority.
Prospecting may be the least favorite part of your job. If this is the case, work on developing your soft skills so you become more comfortable with this task.
Read more
5 Top Priorities for Advisors Who Want to Build a Healthy Practice
September 17, 2018 / by Don Connelly / Best Practices / 0 comments
If you want to build a healthy practice, there are several things you must prioritize, including the following.
#1. Prospecting
To run a healthy business, you need a pipeline full of good leads. Referrals will probably not be enough to grow your business – and networking, whilst productive, won’t guarantee that you’ll meet the right people. So, prospecting (i.e. actively recruiting or seeking out new clients) must become your priority.
Prospecting may be the least favorite part of your job. If this is the case, work on developing your soft skills so you become more comfortable with this task.
Read more