Practice Builders
Summary: The Practice Builders pod-casts provide actionable practice management tips and advice to help advisors run a more efficient, profitable and satisfying practice.
- Visit Website
- RSS
- Artist: Advisorpod
- Copyright: Advisorpod and AdvisorpodCast © All rights reserved. Securities America, Inc. Member SIPC. 2010.
Podcasts:
Improving Office Communication: How important is office communication? This podcast explains the value of effective office communication and how to identify if your practice needs an overhaul. The team shares two proven techniques that will benefit advisor and staff alike. The daily stand-up meeting and weekly staff meeting will ensure the whole team is informed and motivated. Also included are free agendas that you can use for your meetings, as well as action steps to make these techniques work in your practice.
Recording of Advisorpod.com LIVE at the 2009 Securities America National Conference
Find your starting point: What exactly is practice management? How can you tell if you would benefit from taking a practice management approach? This podcast explains what practice management is and how it can benefit many different areas of your business. The Practice Builders team gives you action steps and a free practice assessment tool to help you identify where your individual practice needs are.