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Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.

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Developing a plan for driving new clients to the business can be a challenging and frustrating process but it doesn’t have to be. Marketing can be separated out into three pieces – the 3 M’s – and when those are all working together, results will follow. Today we’ll explore this strategy and share examples of how Scott applies this to the business.

Do you have a profit first mentality when it comes to your business? If not, now is the time to start shifting your thinking. Today we’re going to explain why profit needs to be your ultimate measurement of success and how you can utilize a profit target to get to keep your goals on target.

The key to success for any business is creating a gameplan, implementing the steps, and following through with consistency. That’s no different for advisors and we’ve put together our Ultimate Practice Blueprint that gives you the map to generating and maintaining a successful business. We’ll use this episode to share that blueprint and how we developed it.

Before we really get going on this podcast, we wanted to take a little time to share our journey so far and how we got to this point. On this first episode, Scott and Sean will share the story on how they met and formed this business, the mission of the company, and what they hope people will get out of the show.