Give your clients, website visitors, and others, the option of scheduling appointments themselves. Instead of all the back and forth emails or calls, use a Schedule Calendar App. Improve productivity? Sure. First, clients who schedule meetings on your calendar save you time. But more than that, every time you're interrupted during the day, it takes you 10-20 minutes to get back on track. Many schedulers plug into your existing calendar and allow you options about how long the meeting should be, and when you’re available. For free, you can usually set up one type of appointment. The best services don’t ask visitors to choose their time zone – it picks the time zone based on the

Business good, but you want GREAT? Financial businesses can do well without planning, many do. However, at some point in their business cycle, they become stuck. To become a high performing organization, to grow your firm more rapidly, a firm needs a solid foundation which includes a planning and monitoring process. Got yours? I sure do have mine! Back in 2000, a major shift in my business occurred when I came across the One Page Business Plan® process. Now, as a certified consultant for the program, I help business owners, executives, and teams to make major shifts in their business or career. Don't let the simplicity of the name fool you. While the process helps you

There really are no magic bullets to growing a firm, but below are a few possible goals and strategies to get you started on the road to be more successful in 2016 than you were in 2015*. A few goals to get you thinking about growing: Increase the number of clients from ___ to _____ by ____(date). Add ___ new paid services by ____ (date). Increase the value of the average transaction per client from ____ to ____by ____(date). Increase the number of transactions per client from ___ to ____by ____(date). Decrease expenses from ___ to ____per client by ____(date). Decrease the number of ways we market from ___ ways to ____ ways by ____(date). Hire