Travel/Venue Info
Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA
Forward this Session
Forward this Session
Greater success requires stringent focus on four key "abilities" within a practice: sustainability, reliability, referability and profitability. By examining the sustainability of a business, advisors can turn a job into an asset. Studies on reliability show that only 27% of clients rate their advisors as excellent. Learn about the specific actions needed to rebuild, maintain and ultimately deepen your client relationships. Referability is a focus on the most important source of new business generating quality referrals. By understanding how the first three abilities help you run your business with sustainable processes and revenue, you will create the opportunity for the fourth - profitability. This session will teach advisors how to: 1. Increase Business Value 2. Reduce Revenue Volatility 3. Generate Quality Referrals 4. Drive New Levels of Profitability












