As well as the fundamental business principles that I have shared with my clients since 1997, I’ll be introducing innovation in the following areas:
- leading your financial advisor business coaching you to become a leader/business person vs. salesperson;
- the self-managing financial advisor business coaching your senior team to manage your business on a day-to-day basis effectively;
- the “a” client/associate driven financial advisor business reducing or eliminating your B, C, D client time to enhance your A client time and adjusted EBITDA through associate productivity;
- advanced financial modeling monitoring benchmark performance and analyzing the profitability of every producer;
- the ideal team picking winners – the recruitment and retention of people whose performance, values and, behaviors align with your core values, mission & vision, laying the foundation for a strong succession plan;
- low-cost internal marketing driving new client inquiries through word-of-mouth and digital recommendation;
- the complete digital client journey combining technology (IOS) and people (TCO) to maximize conversion and average client value;
- the ultimate guide to plan, market, prospect, and close – live or virtual systemizing your marketing, prospect, and client processes topropel your business forward in 2022 and beyond.The overall objective of ‘The 100’, between January 2022 and December 2024, will be to focus on how to double your EBITDA and, thus, double your profits and goodwill value.