Q1 PMG Meetup: Atlanta, GA
At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia. Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is exactly how we wa…
Sometimes the Biggest Obstacle to Growth Is You
Recently, we heard from an advisor we work with after a dinner we had together. He wanted to share what had changed once he finally implemented several recommendations we had been discussing for quite some time. The results were immediate.
Windfall Elimination Is Gone — Did You Use It to Serve (and Grow) Your Practice?
The Windfall Elimination Provision was eliminated over a year ago. The real question is: did you talk to your clients about it? Did it show up in: Your client newsletter? Prospecting emails or letters? Educational YouTube videos? Facebook or LinkedIn posts?