Why are some financial advisors able to achieve so much in one year while others work hard but never see the growth they want?
Good things just seem to fall in those “lucky” advisors lap. Whether it’s new clients, business opportunities, or an amazing network.
If you were to ask those successful advisors what they do differently than everyone else, they would tell you that it’s the deliberate and consistent time they put into strategically planning their goals. Not only is it attributed to setting goals but it’s due to them having a proven plan to help them accomplish those goals they set.
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About the Author
Dave Zoller, CFP® is a financial planner who teaches other financial planners how to grow their practice so that they can help more clients. He runs Streamline My Practice, a consulting company where advisors turn if they want to achieve new levels of success.
Most Helpful Customer Reviews
Good investment of time. Leads through overview of practice quickly. Upgrading goals now. Thanks for free workbook!