What did we learn from client satisfaction surveys?
- #1 topic for 10 years in a row
- #2 topic was frequency of touch
How the survey helps you set goals!

Collateral: Client Satisfaction Survey

Do your clients really love you as much as you think?
Why don't you have more $5,000,000 clients?
Economic Income Value Grid - Marketing being the highest paid job
What to invest in your practice for marketing

Ted will take you through a client's (redacted) tax return. Why should you request to see their tax returns in your initial meeting? What does the tax return tell you? How does it help you secure a new client?

Why you don't want to sell to the advisor down the street
Case studies
Why it all matters - what to do to maximize the value

Hiring staff
Getting better as a leader - in order to grow you have to become a better leader
To be able to grow you have to have systems to hire staff and you have to develop leadership structure

KPI Dashboards
You think you know what's going on in your business
No good business works without having information
Fix bottle necks
Collateral: Lead tracker, new appointment tracker, close rate, average new client AUM, How many referrals did you get?

Every good business is systematized. It has processes and procedures
The Tiffany's Study: Value in Perception
Collateral: Phone script, ICM meeting script, money management presentation

The high road vs the low road
Your clients are going to buy this somewhere
Your fiduciary responsibility as a financial planner
Holistic financial planning

Why do you belong? How do you stay motivated? You may believe money is the driving factor
Let's talk about EQ, Self Awareness, Self Management
Goal Setting - WDYWFY
Positive Affirmations, Books to Read
Collateral: WDYWFY, Book List

Quickbooks
P&L
Setting Up Entity

Pareto Principle
Your calendar is the master of you... you are not the master of your calendar
Collateral: Model Work Week

TMX
How are you doing media, press and everything else?