Top Ten Tips to Organize Your Office
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…Read More
Freedom: Four Must-Haves for a Lifestyle Practice
A lifestyle practice is all the buzz right now. Many financial advisors chose to get into the business because they like the freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able…Read More
Is Working Long Hours Worth It?
We often hear our clients say that they work 50, 60, 70, 80 (and sometimes even more) hours per week. Is this healthy and productive? The answer is most likely no. The time that you use to work overtime has to come from somewhere. Many times, we sacrifice family time; but often times, we give…Read More
Freedom Rings: Four Essentials to a Lifestyle Practice
Many financial advisors chose to get into the profession because they like the lifestyle freedom associated with running their own practice. They like helping people secure a worry-free retirement while still being able to attend their own kid’s soccer game on Thursday evening. They like being able to support their family with ample revenue and…Read More
Stretching Exercises for Your Financial Practice
Webster says this about the word “stretch”: “Stretch: To draw out to the full or fuller length, breadth, or extent”. A few years ago, I had an index finger on my left hand that seemed to go numb quite often. It was beginning to get ridiculous and it was also beginning to travel up my arm.…Read More
Prepare Yourself for When COVID19 is Past Us – Adopt an Attitude of Intent
We are knocking on the door of a recession pretty hard right now. COVID19 is testing our stamina in many ways. The question that’s probably crossed your mind a time or two already has been, “What impact will it have on the success of my practice?” Or a more significant question might be … “What…Read More
So Now You Have to Work From Home!
If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…Read More
Potato Chips and Your Practice
Do you want to be more in control of your life? Your health? Your time? Your practice? Your referral process? If so, you need to be more in control of the choices you’re making. Every day, you’re faced with choices. You go to the grocery store and enter the snack aisle. As a kid, there…Read More
Do you long for long-term organizing success?
By Patty Kreamer, CPO® Welcome to January 2020! Did you know that January is National Get Organized Month? That’s right! What better way to start a new year than to have yourself completely organized and feeling totally in control of your time and space? If you’re like a lot of other financial advisors that we…Read More