Mastery Level Habits —
The window of time left is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has temporarily taken […]
The following is a sample letter you can change to you own words and email to your clients. Include the full hyperlinks to the articles if you do not email. Add your clients first name for Client and your name for Advisor.
We are lucky today to have two great resources from knowledgeable experts to help […]
The window of time left this year is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has […]
With the markets in turmoil and your clients worried, what do you tell them and what is your most important next actions. This podcast will help you focus your attention on what to do now in you practice.
The notes for this Podcast are here.
The following notes from the conference call today is an expansion of what I have been discussing with my coaching clients over the past several months.
Be positive.
Clients do not need you to parrot the negativity of CNBC or the local paper. They need hope in a times of crisis, not someone to shout “the […]
Lloyd Williams’ Conference Call
Subject: What To Do NOW in Your Practice…
Date: October 27, 2008
Time: 2:00 PM Eastern
Call in number: 646-519-5883 (note please mute your phone)
PIN: 1027#
Bridge Instructions:
The bridge will open up 5 minutes prior to the start time.
Functions for Callers:
To place oneself in mute, enter *6
To remove oneself from mute, enter *6
NOTE: The bridgeline is […]
The economy will always go up and down. The important habit to master is knowing what to do during the bad times. When things are good focus on your clients because during these times clients are difficult to replace. Everyone is happy with their current relationships. Therefore strengthen your client relationships by helping them fulfill […]
Extraordinary teams know their capacity for work. They respect team members’ energy levels and avoid burnout by establishing a cruise speed for the team. When necessary, they increase capacity during crisis, then quickly return to cruise speed. Most businesses run at 100 percent of capacity all the time and have no ability to deal with […]
An outstanding business knows the value of being prepared and defining where to focus its time and effort. It also knows which meetings are most important. A typical business drops everything when the biggest client calls. But this client controls only 5, 10, maybe 20 percent of the business. A great business knows when it […]
Mastery Level Habits: Thirty Habits That Will Create Revenue Now
A new advanced practice management workshop reveals the skills, habits, and practices of those teams that have mastered the consulting business. Taken from the best of the best these skill can be adopted by you and incorporated immediately into your practice.
Our team coaching relation is going […]
If your biggest client called and asked you to meet with them every Tuesday morning at 9:00 AM for fifteen minutes. And they promised, if you did they would double their investment in your business every two years for as long as they lived. Would you hold the meeting?
Yes, everyone would. But this is not […]
Every business must deal with crisis situations. For some businesses those situations are debilitating, but for others they are an opportunity to shine. Too often the inexperienced run into the crisis and flounder amidst all the problems and decisions. The Mastery Level Team attacks the crisis like a Fire Chief does a fire.
1. Stop - […]
The best businesses master all five streams of income:
1. Client Contributions - Your clients already work with you and as you exceed there expectations they continue to purchase more of your products and services to meet there needs.
2. Client Referrals - Over time your clients become advocates and introduce you to new clients.
3. Referrals from […]
Your ability to handle stress inducing circumstances is directly proportional to your preparation. Those who master the art of business know the art of dissection. They follow a few simple steps to avoid repeating the same stress in the future.
1. Examine the root cause. We normally are dealing with the end result of a situation. […]
Your business is your baby and like any parent you want and need feedback from the team about how the baby is doing. Too often the advisor delegates to team members and then worries about whether or not the actions have been executed. This lack of communication is a major cause of team dysfunction.
To increase […]
Set aside a day to do Life Planning, not just business planning. Look at your entire life-to-date. By answering the following four quesitons you will have a better idea about what is most valuable to you going forward.
Four Questions to Ask and Answer
1. What have I accomplished in my life? List all […]
