A powerful lesson I’ve learned in my 30 years is the importance of examining and adapting my strategy to overcome common obstacles faced by every advisor. In my practice, a shift in internal programs, workflow, and structure helped boost performance to achieve long-term goals. With new elements in play, and a focus on planning for both the present and future, a more efficient practice that provides a higher-quality level of service to clients is attainable. Obstacles and challenges that … [Read more...]
About the Author
Tim Murphrey is a 27-year MDRT member with two Court of the Table and 15 Top of the Table honors. He is the founder of Capital Wealth Management, a pre-eminent wealth advisory firm providing clients comprehensive financial planning, disciplined investment strategies, and proactive personal service. After completing law school, he expanded to include a law practice specializing in estate planning.