Lesson Category: Scorm File

If you haven’t had an Advisory Council, what’s holding you back?

This course is designed to help firms execute a successful Client Advisory Council and get the most out of the feedback they receive from council…

We must be clear about what we want when we want it, why we want it and we have to take positive action to make…

Distill your mission statements down to a simple value proposition that encompasses what you deliver to your clients.

A mission statement takes your core values and your vision and translates them into action.

As you reflect on your newly-drafted purpose, ponder where this road leads you and draft your vision.

Take an honest look at your life and identify the cause that forces us to jump out of bed in the morning.

Having strong convictions about what you value, and keeping them front and center in your life, keeps you balanced and focused on the most important…

This course is designed to lead advisors through the Blueprinting process. By the end of the course, advisors should be able to identify and articulate…