Chris Kirby

Chris Kirby

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You’ve worked hard to build the business of your dreams. Don’t let it slip away.
Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.
Email is the original social media and demands advisors' attention. Respect other peoples' time and free up more of your own by quickly getting their attention, delivering your message and outlining the next steps.
Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.
It's time to quit recycling your goals and focus on what's relevant to your practice, says one practice management coach. Here are four goals advisors should be setting, but often don't.
Joining a branch can provide the benefit of a built-in continuity or succession plan, in addition to the many economies of scale afforded by sharing overhead and resources.
When issues arise, advisors should follow the steps doctors take to diagnose and treat the problem to create a healthy, vibrant business.
Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.
The most common question from advisors about social media used to be “Should I bother?” Now that regulators and compliance departments have provided at least some guidance, the more common questions from advisors involve how to use social media effectively without it becoming a huge time vortex.
Over time, advisors in growing businesses often find that they’re doing more and more of their own stunts, but for your business to grow, an advisor need a "stunt" team behind them, according to Chris Kirby.
To make sure the time and effort you’ve invested in finding the right employee pays off, you need to spend just as much time planning how that employee will be trained as quickly, efficiently and effectively as possible, according to productivity expert Chris Kirby.
Few advisors could imagine running their business without email, but many probably wish they could run it with a little less email.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY