Tools - Audio

Build Your Bottom Line with Better Customer Service

Build Your Bottom Line with Better Customer Service

08 Mar 2017

Follow the Practice Builder's action steps to create an outstanding client service experience. The Practice Builder's team will explain how to; evaluate the current service you provide, refine your current service principles and establish systemized standards to enhance...

Structuring Your Client Communication

Structuring Your Client Communication

08 Mar 2017

Systemizing your client communication process can help you retain clients, reinforce your value in a consistent way, increase assets under management from existing clients, and open up your referral pipeline. The Practice Builders team explains four types of touches to...

The Number 1 Non-Investment Service

The Number 1 Non-Investment Service

08 Mar 2017

Did you know that million dollar advisors offer life insurance at a rate that is double that of any other non-portfolio related service? Integrating life insurance will allow you to have a more comprehensive practice that can meet more of...

Client Segmentation and Analysis

Client Segmentation and Analysis

08 Mar 2017

Not of what level of service to offer each of your clients? Not enough time to meet all of your client needs? The Practice Builders Team will give you four easy steps to create and to utilize a client segmentation...

Insight Into the Business Practices of Top Producers

Insight Into the Business Practices of Top Producers

08 Mar 2017

Insight into the business practices of top producers- How do top producers get more accounts per household, more income per household, and more referrals from clients? This podcast focuses on the importance of incorporating financial planning into one's practice...

Improving Office Communication

Improving Office Communication

08 Mar 2017

Improving Office Communication: How important is office communication? This podcast explains the value of effective office communication and how to identify if your practice needs an overhaul. The team shares two proven techniques that will benefit advisor and staff alike....

Take Time to Make Time

Take Time to Make Time

08 Mar 2017

This podcast teaches you a great technique to get control of your work week, plan for success, get more done, and create an ideal schedule that allows you to spend your valuable time and energy on high priority tasks. The...

Wholesalers: Uncovering the Origin of the Term Gatekeeper

Wholesalers: Uncovering the Origin of the Term Gatekeeper

08 Mar 2017

A good wholesaler can provide marketing, acquisition, referral, succession, and practice management support. How can you optimize your relationship with your wholesalers and avoid constant interruptions? The Masters Series team will explain how to get everyone on the same page...

What Does It Take To Become a Million-Dollar Advisor?

What Does It Take To Become a Million-Dollar Advisor?

08 Mar 2017

This podcast addresses five common perceptions about the characteristics of the million dollar advisor and debunks some myths. The Master Series team gives you a profile of these advisors, as well as their top ten traits. Be sure to download...

Conducting an Effective Initial Client Interview

Conducting an Effective Initial Client Interview

08 Mar 2017

Make your discovery interview more than just a standard fact finding session and establish a deeper relationship with clients. Asking deeper probing questions about values and goals will uncover opportunities to provide better service and will create a stronger rapport...

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