Business Planning Related Topics 
Prosperity Coaching
OCTOBER 29, 2024
Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth.
Nerd's Eye View
NOVEMBER 19, 2024
We also talk about how Anjali grew her revenue primarily by not increasing her client headcount (which only rose from 35 to 45 clients over the past 6 years) and instead focused on raising her minimum annual retainer fee from $10,000 to $18,000 per client, why Anjali's current clients and prospects are largely willing to pay this fee given the tailored (..)
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Mish Talk
DECEMBER 1, 2022
Order backlogs, prices and now lead times are declining rapidly, which should bring buyers and sellers back to the table to refill order books based on 2023 business plans.” Managing head counts and total supply chain inventories remain primary goals. Key Details “The November Manufacturing PMI ® registered 49 percent, 1.2
The Big Picture
OCTOBER 19, 2023
If you can’t beat ’em, join ’em seems to be the business plan, even if it makes the rest of us miserable in the process. The response has been to approach news coverage in a similar algo-driven, dopamine-chasing manner that makes Social media so toxic. We are what we eat, media diet included.
Nerd's Eye View
DECEMBER 24, 2024
Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus. Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process.
Nerd's Eye View
NOVEMBER 18, 2024
The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. In recent years, AI has become an increasingly common feature in advisor technology.
Nerd's Eye View
DECEMBER 25, 2024
The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved.
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