What’s Your Ugly?

Thrilled to be Speaking at Equitable Life’s Leadership Conference April 19-22, 2012

 

How do you get out from underneath all the day-to-day operations to focus on your business?

You have a profitable practice and you love what you do but there are some aspects of running your business on a day-to-day basis that can have a tendency to make your business look and feel ugly and these include:

• Day in and day out service requirements for some clients that were purchased in a new book
• Getting bogged down underneath the regulatory regimes so you can’t seem to meet the needs of your clients
• Staying on top of the sending in apps and admin
• Concerned about building a mammoth infrastructure and not being able to operate without one at the same time
• Trying to build and run a business when there are weeks when you see 20 clients
• Keeping in touch with all of your clients on a regular basis
• Finding the time to recruit new qualified agents
• Attracting the professional help to market your business speciality
• Creating a marketing funnel that differentiates you in the market place to bring in “qualified” leads
• Staying committed to your clients and the vision and mission of your company on a long-term basis

Join Simon Reilly of Leading Advisor Inc. in this value packed presentation.

Simon will focus on how advisors get “out from underneath” all the day-to-day activities and “the ugly” that perhaps prevents you from growing your business and focus on what you really need to be doing in your business. Advisors will walk away with tangible items that they are going to implement to build their practice/management.