These 3 Proven Systems Help You Simplify Your Business So You Can Advise More and Life Better

You want to work fewer hours; maybe 30 hours a week.   Maybe you're dealing with burnout with all there is to do back office, managing staff, and bringing in new clients.

But when it comes to your own  businesses, we all have blind spots.  One of the most difficult tasks is to look at your business objectively.   What’s working? What’s not working?  What gets a hurrah and what are your weaknesses?  What needs to be tweaked, improved, or created.

Elevating Your Business is committed to help financial advisors, like you, compete with the big firms and robo-advisors and rise to the next level.   Like your car, your firm needs regular check-ups to make sure it’s running like a well-oiled machine.  We’re going to provide you with 3 important checkup tools needed that should be part of your firm's Essential Foundation Toolbox.

  • Business CheckUp: Quickly take a snapshot of all the areas of your firm and where you stand. Helps you answer the question "What should I spend my time on this now?" A $149 value.
  • Business Vision Workshop: Free class helps you set better priorities and design a 2 sentence vision statement for your firm. Looks at the question "What do I want to be celebrating a year from now?" A $47 value.
  • Target Marketing Assessment: Before determining where your time and dollars will be spent marketing, comes managing your firm's niche. Questions to answer: Who are the clients you can help the most? What's the best niche for our firm to work with? A $149 value.

And remember…. too many firms depend on their owners to make sales AND run the show.  If your firm only revolves around you, it won’t be valuable to your or a buyer when it's time to semi-retire or exit.

Let us show you how to grow your firm more simply.  Request our Advisor Toolkit today.

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