Tools - Audio

Blood in the Water: Part 2 - Strategies for working with CPA’s

Blood in the Water: Part 2 - Strategies for working with CPA’s

08 Mar 2017

Why don't advisors get the professional alliance referrals that they should? Listen in as Paul Lofties visits with Brett Van Bortel, Executive Director of Consulting Services at Invesco and leading expert in the area of developing professional relationships. In...

Blood in the Water: Part 1 - Strategies for working with CPA’s

Blood in the Water: Part 1 - Strategies for working with CPA’s

08 Mar 2017

Why don't advisors get the professional alliance referrals that they should? Listen in as Paul Lofties visits with Brett Van Bortel, Executive Director of Consulting Services at Invesco and leading expert in the area of developing professional relationships. In...

Deal Fever: Case Study on Practice Acquisition - Buying another Business

Deal Fever: Case Study on Practice Acquisition - Buying another Business

08 Mar 2017

Are you considering acquiring another practice as growth strategy? Many advisors have done so, both successfully and not so successfully. Join in today as the team presents a case study on practice acquisition and covers the 10 key points to...

The Checklist Manifesto: Making Complicated Tasks Simple Using Checklists

The Checklist Manifesto: Making Complicated Tasks Simple Using Checklists

08 Mar 2017

Join in today as the team discusses how you can make complicated tasks simple by using well designed checklists. Many professionals including pilots and surgeons use checklists faithfully and although financial professionals aren't dealing with life or death scenarios...

Perception is the Name of the Game: Office Relocation

Perception is the Name of the Game: Office Relocation

08 Mar 2017

The quality of your office space is an extension of your value, what message does your current office space say to your clients and prospects? It might be time to make change! Join in as the Practice Builders team as...

Seek & Prosper: Professional Alliances

Seek & Prosper: Professional Alliances

08 Mar 2017

Professional alliances are a great way to grow your business and gain referrals with affluent investors. According to Prince and Associates, 70% of affluent investors locate their primary financial advisor through their attorney or accountant. Finding the right professional alliance partners...

The Big Question: Establishing Client Referrals

The Big Question: Establishing Client Referrals

08 Mar 2017

Advisors are always mentioning how hard it is to establish referral relationships. Today Paul Lofties visits with Dan Allison, owner of Feedback Marketing Group. Dan discusses his "Interactive Client Survey Process," a five-step strategy to developing effective referral relationships. Using...

Who’s to Blame?: Keeping Clients from Overspending in Retirement

Who’s to Blame?: Keeping Clients from Overspending in Retirement

08 Mar 2017

Addressing the issue of clients overspending in retirement can be emotional and challenging. If you avoid the conversation your clients will inevitably run out of money, their lifestyles will drastically decline and of course, who will they blame for all...

Results, Discussion and Analysis Office Assistant Surveys

Results, Discussion and Analysis Office Assistant Surveys

08 Mar 2017

The team conducted a large survey of office assistants and what we learned can help you lead, motivate and direct your team more effectively. Listen to the recommendations gleaned from the responses that can help you grow the job responsibilities...

Building a Wealth Management Team

Building a Wealth Management Team

08 Mar 2017

Tune in to hear what hammers, detectives, and armored guard services have to do with building a wealth management team. The Masters Series Team leads you step by step through the process and alerts you to potential issues you may...

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