Brad’s Video Blog

5 Metrics To Maximize Value And Production

5 Key Metrics to Maximize Your Value & Production

How do you know what to do so that you can maximize your company’s value and production? You need to examine five key metrics in your current business. Then, you can create a plan for your business over the next few years. One of these metrics is your product mix. It sounds simple, but there are a lot of people out there who don’t know their own product mix! To learn more, watch this short video.

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How To Service Your Different Clients

How to Build a Service Model for Your Client Base

Once you know who your “A,” “B,” and “C” clients are, you can begin to build a service model for helping them. Obviously those “A” clients will have direct access to you, but what about the others? It depends on your personal situation really, but we have some tips to share. One of them is passing some of those “B” clients off to a staff member or junior associate. To learn all of our tips, watch this short video.

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What’s Your Plan For The New DOL Regulations?

What’s Your Plan for the New DOL Regulation?

Do you have a plan for the new regulation put in place by the Department of Labor? I get the feeling that many of us think the meetings with your clients discussing this rule might feel like a disclosure meeting or something equally uninspiring. However, there are definitely ways to leverage it into better relationships and more revenue. Today I have some tips to share that I think can help you do just that. To learn more, watch my latest video.

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Are Your Goals On Track This Quarter?

Did You Reach Your Goals in the First Quarter?

We’ve reached the end of quarter one for those of you subscribing to the 12-week quarter. How did you do in the first quarter? Are your goals on pace? Today, I wanted to discuss what you can do to get your goals for 2017 back on track or to keep them ahead of the pace for the year. For more details, watch this short video.

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Using Social Media To Grow Your Business

3 Tips for Using Social Media to Grow Your Business

These days, it’s not enough to have a professional website. You also need professional social media accounts for your business. However, many people aren’t sure how to properly leverage their social media accounts to grow their business. I’ll go over three important tips to help you out today. To learn more, watch this short video.

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The Perfect Storm Is Coming

What Makes 2017 the Perfect Storm?

I believe that the perfect storm is coming in 2017. There is big opportunity on the horizon, and I want you to be ahead of the curve. Now is the time to start getting in touch with all of your clients and have a real conversation with them this year. New regulations are coming from the Department of Labor and we have a new president. To learn more about what this means for you, watch this short video.

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Are You Thinking About Switching Platforms?

For any representative pondering changing from one independent platform to our independent platform, there are five questions I would recommend they ask themselves. This process will help guide you in your decision The first question is, “What is the size of the firm that I’m currently with?” As independent firms grow in scale, they can begin to feel a lot less “independent.” For more advice on switching from one independent platform to the next, watch this short video.

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About Brad

As an executive with two Fortune 100 companies for over two decades, Brad Atkins has coached and trained hundreds of successful financial advisors. In his video blogs, Brad shares his expertise around sales, practice management, recruiting, and financial services distribution to independent financial representatives. Contact Brad at Call Brad at (843) 856-5557