Two stories for you that should make you think
Application Language Adjustments
For several years we have offered English and American versions of the CAS apps
We are now introducing a Global version and thus we will be over time changing some of the wording to reflect this.
This is the first patch and includes adjustments to the Prospectors and the Onboarders bundles. This will not affect any previous sessions or data, only newly created sessions will include these updates.
Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly, or as a last resort annually, to review and manage progress and keep them on track. This creates a recurring income stream for you.
It aint rocket science. If you are finding it difficult to scale advisory in your practice then start with the following. First of all you are not going to succeed by making advisory niche and separate – scale ACROSS your whole practice so that it is something everyone sees, experiences and understands. Most everyone pretty …