The best time to hire an advisor is when you're ready.  Sounds simple enough, but as an advisor yourself, you know that there is more to being ready that most people realize. I'm sure you've had clients who went through the motions and you knew they wouldn't better themselves.  People who wanted quick fixes when none were possible.  Individuals who wanted to do some of the necessary work but not follow through. Clients whom you just couldn't help because they weren't ready or were running through the paces because they were told it was the right thing to do. So, before you invest in yourself and your business, and the services of a Results Consultative-Coach, it's

Last call for Black Friday Specials Now there will be 2 announced on Friday! 1. There will be a one-day program where you'll create your firm's vision, mission, 2020 goals, objectives, and an action plan. 2. I'm also adding a life and business coaching program.    

Every successful advisor on the planet is doing these six things to scale their business.  See which factors you’re already using and create those you’re missing.  Bring these systems to your business and see how they work for you!   Pricing Pricing your services “just right” appears at the beginning of this list because successful advisors price their services based on the value they provide to their clients and on what their ideal clients will pay.  They don’t give away services or discount their fees because of possible future earnings.  Their ideal clients don’t ask for discounts.  They don’t pick their pricing out of a hat or based only articles they’ve read, .  They plan their

10. Keep it in the Car It's so easy to lose a receipt or not remember a trip you've taken, Keep an envelope in the car and put every receipt in it. When the envelope is full (or before your bookkeeper arrives) bring the contents of envelopes into your office. Then, have your bookkeeper pull out what's deductible. Keep a pad in the car to write all of the day's business trips. You're bound to get extra business mileage because you logged in a side trip that you soon would have forgotten! Thanks to: Maria Marsala of Act Now Seminars. For 17 additional Business Tax Tips click here.

1) Create a vision. 2) List and take action towards reaching a goal every day. 3) Determine the value(s) you provide that your clients really want. 4) Learn a new skill. Teach others those skills, including, if appropriate, your clients.   --Coach Maria