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You are here: Home / Archives for Business Practice

MDRT Article – Creating a Self-Sustaining Practice

August 2, 2018 By Steven A. Plewes, CLU, ChFC, CPC Leave a Comment

Producers who own their practice have the unique opportunity to increase its value and accelerate growth in order to form a sustainable business model and a legacy practice. Advisors in this position typically take one of two different approaches in their careers. Some operate their practice as though they are simply an employee rather than a business owner. On the other hand, an advisor with a business owner mentality can optimize their practice structure to increase their quality of life and … [Read more...]

Filed Under: Estate Planning, Financial, Financial Planning, Income Planning, Promotion/Advertising, Public Relations Tagged With: building business, Business Development, business owners, Business Practice, Customer Service, MDRT

Watch: Best Practices for Success in Your Business [from Life Happens]

March 6, 2017 By Marvin Feldman 1 Comment

Top of the Table Advice

In my 50+ years in the business, I’ve found few things more effective for recharging my business and my personal outlook than listening to my peers talk about what’s working—and not working—for them. My colleagues who belong to the Million Dollar Round Table are an ongoing source of inspiration for me. Younger advisors, like Danny O’Connell, bring a fresh perspective to the business, based on growing up with technology and balancing it in an industry that moves much more quickly than before … [Read more...]

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Filed Under: Client Acquisition, Featured Story, Life Tagged With: Best Practices, Business Practice

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