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When is 100 percent less profitable than 50 percent? Find out from a Top of the Table qualifier.
Look for partners who specialize in taxes when developing a financial plan for clients.
Look beyond the typical when developing alliances.
Most successful entrepreneurs have well-thought-out and clearly articulated strategies for building their business. A good business strategy helps advisors improve sales, become more valuable to their clients, boost productivity and achieve the success they desire. Trainor, founder, president and CEO of The Covenant Group, addresses how to develop and implement a business strategy that fits you and leads to peak performance.
Having a professional connection can make a difference in the success of your business.
Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.
When small business owners are too busy and don’t understand how insurance protects their business, find out how Susan Paterson, a Top of the Table qualifier from Australia, connects with them.
Strategic alliances with tax attorneys and tax accountants can result in referrals for your practice and improved solutions for your clients. In this session, Griffith shares some of the tax and financial planning strategies he’s learned and how they’ve benefitted his business. Lawyers and accountants also need to grow their businesses, and these alliances create the coveted financial team high-net-worth clients are seeking. Presented at the 2016 Annual Meeting.
