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Lots of financial advisors wish that they could be less involved in the day-to-day operations of their business. However, if you’d like you (and your team) to grow and get to the proverbial “next level”, you will also want to build an organization that can get the job done…without managing every detail.
In essence, you will want to transition from…Doer…to Manager…to CEO.
There are a number of ways to accomplish this. One approach is to take time away from the hubbub of working IN your business…and find a way to work ON your business.
Might I suggest the ClientWise Business Builders Workshop™?
The ClientWise Business Builders Workshop™ is designed exclusively for today’s successful financial professional who is looking to create structures and repeatable processes around the pillars of a thriving financial advisory business:
- Revenue building and growth,
- Innovative client acquisition strategies,
- Unique client engagement models,
- Vibrant professional and client advocate referral networks,
- Creative marketing campaigns.
The ClientWise Business Builders Workshops™offers the perfect opportunity to plan and create a process unique to your business. Conducted over the duration of a year through 4 quarterly workshops, this program provides:
- Industry expertise through the eyes of highly trained executive coaches
- Customized assessment measuring your practice in 7 key areas
- Access to proprietary ClientWise content
- Quarterly planning and accountability over an extended period of time
- Peer to peer learning within the ClientWise community, which is comprised of industry leading advisors nationwide
By the way, we are hosting the next Business Builders Workshop™ in Philadelphia on September 19, 2013.
For more detailed information on the upcoming Business Builders Workshop™, please inquire with our director of business development Trey Schalk at tschalk@clientwise.com.
Or you may click on the link below:
Topics: Business Development
