Do you need to write a proposal to promote your financial services business to a prospective client? It doesn't have to be an intimidating process. The goals for any business proposal are: introduce yourself, highlight your services and/or products, describe the costs, and convince the client that you are the right choice for the job or you are worthy of entrusting with their finances. To speed up the proposal writing process, you can use pre-designed templates and get ideas from sample proposals. Whether you are describing an accounting, payroll, insurance or broker service, opening a franchise or even asking for funding to start up or expand your business, the proposal structure will be similar. Here's the

Hint: Your Bio Isn't Only About You A good biography can make the phone ring.  So how do you write a bio—by definition a piece of writing “all about you”—in a world that asks, “What’s in it for me?”  Writing a biography for your website or social media profile requires a slight shift in focus in order to attract your best customers.   First, resist the urge to simply cut and paste from your resume.  Sure, it lists past work experiences and accomplishments, but it reads like the ingredients on a shampoo bottle.  Prospects want to see that you’re credible, but they also want to connect with you.  Done correctly, a bio can serve many purposes. 

Are these phrases part of your daily vocabulary?  "I need more time",  "where is the work-life balance I sought when I left my job to start a business?",  "where does all my time go?", "I haven't spent a day with my ____ since, who knows when?".... Then it's time take a good hard look at altering your practice's business model cause some part of it just ain't working for ya! Refocus Retool Recreate Business Models Your business model is more than your affiliation or how you run your office. I'll be adding to this article in the future, but this will get you started on the road to more happiness. Step 1: Affiliation If you know me, I'm not into reinventing

Did you really go into business to manage the daily nitty-gritty details of your entire practice? Or is your real mission to help your clients create and safeguard their wealth — to assist them in reaching their life goals? In fulfilling your mission, are you creating your dream business — one that makes a big difference in your life and in the lives of those you love? Way too often, the “busy-ness” of business gets in the way of our best intentions. The secret is to catch ourselves when we begin to wear too many hats. See: 5 ways for stressed-out advisors to build a more efficient practice. Those who still use the word “practice” to

It’s Time to Accelerate Your Progress All the best professionals hire coaches to improve their game.  How do you know if you're up to the challenge?  How do you get the most out of your investment?  Take on these 7 attitudes and you’ll thrive under your coach’s support, guidance, and resources.   You take ownership. Success takes determination.  To grow personally or professionally, you MUST have a deep desire to grow.  Coaching is not about the coach doing the work for you.  Sure, some coaches provide templates, assessments, and even audios for you to use.  However, you are responsible for your own growth.   You're willing to be uncomfortable. Success takes effort.  You must be willing to