I was at a wedding last weekend and all the talk was about the economy and what people were doing to avoid the ‘big correction’ the media was predicting was coming this year. Except for one person. This woman listened to the other guests discuss taking their money out of the market, trying, most of… Read more »
Posts By: Cindy Beuoy
Leveraging Your Practice Through The Gap Analysis
Gap analysis is used to help teams grow. What makes the team effective? What were the specializations the team might adopt? Learn how your team can do a self analysis of the areas that are important and then apply those findings to make your team more productive.
Available Client Times
Scheduling your clients for monthly calls can be a daunting task. One way we have found to work is to print out this handy spreadsheet with your available times for calls and take it with you when you meet with a client to introduce them to first class service (Supernova). You can block out times… Read more »
Client Folder Contents
Download the suggested folder contents for the client folder here: Client Folder Contents 2020
Client Personal Information Form
Have your clients fill out this important document that contains their banking information, financial assets, personal property, real estate, and location of important documents and keep a copy in their file. Download the form here: Personal Information
Leveraging Your Practice Using The Gap Analysis
The Gap analysis is a tool that is used to measure the difference between your goals and your actual performance in order to identify the areas that need attention.