Stop for a second and look around your office. What if your best client decided to pop in on you right this very second? Would your office represent you well? Would your office reflect the kind of service you provide to that client? Or, are you looking at piles of paper that need filing, pairs…
Does this sound familiar?
- I’m tired of clients telling me how much they love me but never refer me.
- I’m uncomfortable asking for referrals. I never know what to say.
- I’m frustrated with my COIs. They never refer me as much as I refer them.
- I am overwhelmed. My head is swirling with too many priorities.
- I get buried before my first cup of coffee. I never get anything done.
- I have so many distractions in my day, it drives me crazy!
We understand and we know how to fix it. Here at Productivity Uncorked, we coach financial advisors like you to make more money. We take your productivity pretty seriously.
If you are a successful financial advisor that wants more client and COI referrals, more AUM, more focus, more control of your life and practice and more productivity in your day, then it’s time for you to UNCORK your productivity and stop holding yourself back.