Maximizing the Summer Slowdown
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Relax. Review. Refocus for the second half.
It's summertime. At some point, many clients will head out of town for some R&R.
While you also need quality time to think and recharge, the season brings opportunities to review, plan, modify or tweak some more foundational aspects of your business. Maybe you want to finally segment clients effectively, create a decent referral partner (COI) tracking system or create that podcast you've been thinking about.
Before you jump into the summer months, attend this webinar and leave:
- Clear-headed about how to take key next steps
- Equipped with new tools to measure, monitor and maximize what matters most
- Excited about how you'll feel once you've completed and implemented your project
Join us as we refocus on our goals and what matters most!
Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.