23
Oct
2018
Take your practice to the next level
Grow your business
Reach new heights that provide you with more time, money, and fun with your family.
Attract quality clients
Stop being a megaphone. Work efficiently to become a magnet for your prospective clients.
Remain relevant
Find new ways to promote your business and keep your clients engaged through their life cycle.
Change with the times, or fail
The financial services industry is facing the most significant shift in the American population … ever.
Acquiring new clients requires changes in business structure, marketing, and communication. That may seem like a daunting task requiring a new mindset, focus and dedication. We can’t be distracted.
You must choose to improve to remain relevant, attract new clients, and grow your success. You must be crystal clear and razor sharp on creating and executing the plan to build your financial services practice.
If you do not take the necessary steps to evolve, you will not see the growth in your business that you desire and deserve.
Four Secrets to a High Performing Practice
Subscribe to our free four-video course “Four Secrets to a High Performing Practice.”
The first day will reveal how to break through the status quo and create a plan for transformation.
Transform your business into a High Performing Practice
Our business transformation process includes tools, courses and personal interaction geared towards helping you succeed. We meet with you to determine and articulate your individual goals; define a strategy to take your business to the next level; and help you move to a High Performing Practice.
The choice is yours. Choose to improve.
We all want to be the most innovative financial planner for our clients. However, our clients need so much more from us. We can no longer do the same thing the same way. We have to change.
It’s hard to change. It’s scary. It’s not what we have done. But, we owe it to our clients and prospective clients to create a new financial services practice that truly makes a difference.
If you are successful in transforming your practice, you will make more time for your family, earn more revenue, and create more fun versus having your business define the time, money, and fun for you.
We are here to help.
Schedule a CallGet Your Free E-book
Four Major Shifts Affecting Today’s Retirement Planning
Three steps to success
Set up your transformational call
We define what has stopped you from reaching the next level – then help you move past it.
Develop a plan
Rely on a detailed plan, focused on critical success factors that we set out for you.
Evolve to a high-performing practice
Our team will help you change behaviors, so you can remain a high performer.
About Mike
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF®
TRANSFORMATIONAL LEADER
Mike is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors. Mike incorporates simple methodologies and proven models to help create exponential revenue growth, find new clients and streamline operations.
Start your transformation
We define what has stopped you from reaching the level you want to achieve and then help you move past it.
Schedule a Call