If you subscribe to the 12-week quarter rule, the first quarter is done. Are you on pace for your goals?Find out more about Liberty PartnersJoin Liberty PartnersWe're finishing up quarter one and it's an import time in the 12-week quarter rule.

3 Tips for Using Social Media to Grow Your Business

Mar 10th, 2017

In addition to a website, you need to create social media accounts for your business. I’ll go over three tips to help you fully utilize Facebook, Twitter, and LinkedIn. Find out more about Liberty PartnersJoin Liberty PartnersStatistically spea

2 Revenue Streams You Should Consider Adding to Your Practice

Feb 28th, 2017

As our industry evolves, it’s important that you consider adding these two revenue streams to your practice. Find out more about Liberty PartnersJoin Liberty PartnersWith the Department of Labor regulation well on its way, I think it’s time to

How Can You Prepare for a Successful Year?

Jan 26th, 2017

Whether you’re on your way to accomplishing your yearly goals or not, we can help get you organized. Check out this simple exercise.Find out more about Liberty PartnersJoin Liberty PartnersAre you 1/12th of the way to your 2017 goals? If you ar

What Makes 2017 the Perfect Storm?

Jan 6th, 2017

There are a lot of changes coming this year. The perfect storm is coming.Find out more about Liberty PartnersJoin Liberty PartnersI think that 2017 is going to be the perfect storm. What do I mean by this? Well, we have a new president that has

What Does This Department of Labor Regulation Mean for You?

Dec 9th, 2016

How will the new Department of Labor regulation impact you? Here is how I’d suggest you prepare your practice moving forward.Find out more about Liberty PartnersJoin Liberty PartnersWhat should you expect from the new regulation from the Depart

The Best Technologies to Grow Your Business

Nov 1st, 2016

Technology is constantly evolving, even in the financial services industry. Here are a few pieces of technology you should have in your practice.Find out more about Liberty PartnersJoin Liberty PartnersI spent a few years working with tech star

How to Identify Your Best Clients

Oct 17th, 2016

Many people feel like they have a low number of dream clients in their database, but this is not unusual. Here’s how to find those ‘A’ clients in your client base.Find out more about Liberty PartnersJoin Liberty PartnersIn our businesses, most

Use Your “A” Clients to Your Advantage

Oct 5th, 2016

Once you’ve found your “A” clients, it’s time to group them. Let me show you how to do that in my latest post.Find out more about Liberty PartnersJoin Liberty PartnersIdentifying your “A” clients is one of the most important things you can do f

What You Should Ask Yourself Before Changing Platforms

Aug 31st, 2016

For any representative who is considering changing from another independent platform to our independent platform, I have five questions that I recommend they ask themselves before making a decision:“What size is the firm that you're currently w

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