9 Systems Every Advisor Needs in Their Business to Succeed

RELATED CONTENT

From Welfare to Wealth Management: How One Advisor Used Systems to Build a Successful Career

When Mary Sterk was a struggling single mother, she thought a job that made $7.25 per hour was “the epitome of what a paycheck could be.” Now she manages millions in her wealth advisory practice and she says her systems are the key to her success.

My System for Booking $4,500 a Day

What’s Working Now: The simple gesture of looking at and recording his revenue structured this advisor’s business for success and keeps him on track for growth.

Don’t Be Afraid to Delegate Work to Grow Your Business

Horsesmouth Essential: What’s Working Now: As advisors, we have poured blood, sweat, and tears into our businesses, and sometimes that leads us to fear giving up control. But don’t be afraid to start training your replacement. Your team’s increased responsibility can afford you time to focus more on clients and prospects. It’s the key to growth, success, and excellent client service.