Practice Builders

Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!

Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!

Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!

Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!

Finding a continuity partner can be challenging and it all starts with finding the “right fit.” Whether you are a continuity or succession partner, there will be a bottom line impact to clients and revenue if that right fit is not solidified and in place well ahead of time. Join the Advisorpod team as they discuss the qualities to look for in a right fit continuity partner. Your partner will need to get along with clients and staff as staff provides the continuity in the continuity plan. They will also need to get along with your spouse as future payments are coming from the hand of the continuity partner. Most of all, your partner needs to be willing and agreeable to structure a win/win deal. Listen and register today to get access to all of the tools and resources Advisorpod.com has to offer- it’s free!

Are you considering acquiring another practice as growth strategy? Many advisors have done so, both successfully and not so successfully. Join in today as the Advisorpod team presents a case study on practice acquisition and covers the 10 key points to buying another business. Listen to the story of one advisor's experience as he worked through an acquisition of what he considered to be an ideal practice to purchase. Don’t miss out on your free Acquisition Planner by clicking on the link below.

Join in today as the Advisorpod.com team discusses how you can make complicated tasks simple by using well designed checklists. Many professionals including pilots and surgeons use checklists faithfully and although financial professionals aren't dealing with life or death scenarios checklists are a great for routine, mundane tasks that if not completed properly can be a risk to your practice. Hear about the two main types of checklists, the Do-Confirm and the Read-Do. The Advisorpod.com team recommends reading The Checklist Manifesto by Dr. Atul Gawande (2011).

The quality of your office space is an extension of your value, what message does your current office space say to your clients and prospects? It might be time to make change! Join in as the Practice Builders team as they introduce you to the three "V's" of real estate; visual, vocal and verbal. Don't miss out on the Real Estate Relocation Tool. Download this tool where you will find a useful cost/benefit spreadsheet and a sample moving plan with all the details you need to know.

Professional alliances are a great way to grow your business and gain referrals with affluent investors. According to Prince and Associates, 70% of affluent investors locate their primary financial advisor through their attorney or accountant. Finding the right professional alliance partners takes patience. Listen in as the Advisorpod.com team describes the professional alliance discovery process that can help lead you to strong relationships. Don’t miss their tips on how to share your value and maintain the relationship for the long-term. Download the Professional Alliance Discovery Guide. This guide will provide useful tools to form and get the most out of your Professional Alliance relationships.

Advisors are always mentioning how hard it is to establish referral relationships. Today Paul Lofties visits with Dan Allison, owner of Feedback Marketing Group. Dan discusses his “Interactive Client Survey Process,” a five-step strategy to developing effective referral relationships. Using Dan’s easy-to-implement strategies, financial advisors across the country are seeing big improvements in their referral gathering and their bottom line. To receive more information on this process, go to www.feedbackmarketinggroup.com.

The Advisorpod team recently conducted a large survey of office assistants and what we learned can help you lead, motivate and direct your team more effectively. Listen to the recommendations gleaned from the responses that can help you grow the job responsibilities of your assistant keeping them focused, motivated and engaged. Listen for the “informational nuggets” about the assistant’s daily activities, the management style they prefer and the personal traits of advisor that help or hinder productivity.

Succession planning is crucial to practices of all sizes. Listen in as Paul Lofties visits with one of Securities America’s elite million dollar producers, Max Briggs, as he tells his personal succession planning story. Max descibes the challenges he faced after the untimely death of his business partner and a unique personal situation that caused him to take immediate action to put his individual succession plan in place to protect his most important asset, his family.

This podcast teaches you a great technique to get control of your work week, plan for success, get more done, and create an ideal schedule that allows you to spend your valuable time and energy on high priority tasks. The Practice Builders team gives you action steps to build your own Model Week and get greater productivity out of your existing time. Also, you will have access to an example of an actual representatives’ model week as well as a template to build your own.

Unsure of what level of service to offer each of your clients? Not enough time to meet all of your clients’ needs? The Practice Builders Team will give you four easy steps to create and to utilize a client segmentation process that will help you gain insight into your business, make informed decisions, and take action. There is also a free downloadable tool that will make conducting your segmentation process easier and more effective. Tune in and get ready to enjoy the benefits of right-sized client service!

Why might an independent financial advisor consider a partnership with a financial institution? Today, Paul Lofties interviews Gregg Johnson, Sr. Vice President Branch Office and Development & Acqusitions, with Securities America. Gregg discusses the two-fold opportunity for working with banks and credit unions; a strong client base of individuals who generally view their bank or credit union as their trusted advisor and the institution’s desire to add additional sources of income from non-traditional products. Johnson gives step-by-step instructions on what to look for and how to approach a financial institution to pitch a mutually beneficial relationship.