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What would it take to make your business feel new again, filling you with energy and enthusiasm? And what would it be like for clients to work with you then? Certain habits and mindsets can keep your practice feeling fresh and exciting.
What’s Working Now: By shifting her attention away from traditional business-building goals like AUM, gross revenues, profit, and number of new clients, and instead focusing on the impact her practice was having on her clients, this advisor was able to grow her business by 39% during a down market.
When Mary Sterk was a struggling single mother, she thought a job that made $7.25 per hour was “the epitome of what a paycheck could be.” Now she manages millions in her wealth advisory practice and she says her systems are the key to her success.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025