Month

October 2021
There are A LOT of things to know before you transition out of a firm that does not participate in broker protocol.
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Today’s most successful practices have unique value propositions (UVPs) that strike emotional chords, mission statements that are simple and clear, and vision statements that align to a greater purpose. When was the last time you and your team audited these statements?
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In this video, Penny discusses how to simplify your monthly marketing plan and focus on building deeper relationships with client. She provides examples of how to recognize special events and commit to “random acts of kindness” month after month.
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In this video co-founder of Journey Strategic Wealth, Damian Lo Basso discusses what the most critical component of a healthy p & l is. For more insights from practice management experts, visit us at journeyswadvisor.com.
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In this video co-founder of Journey Strategic Wealth, Mike Brown discusses the importance of building deep relationships with both clients and COIs, and emphasizes the importance of specializing in a niche.
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The reality is that you can do everything ‘right,’ as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.
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