Our Top 10 Most Popular Practice Management Articles of 2021
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. In decreasing order, based on the number of unique readers, those are:
Hundreds of prospect meetings, down the drain – and all because I neglected doing this one simple thing. Here is a three-question prospecting survey that you must send out before every meeting with a new lead.
Looking back at my personal financial planning practice, there are some things I’ve done right and some mistakes I’ve made along the way.
Every year. Every day. I teach clients that they must choose one of two paths to complete their Medicare coverage.
Everything you’ve been taught about elevator pitches is wrong. I’m here to show you a much simpler way.
Your clients have one last thing to check off on their retirement checklist: Medicare enrollment. Here is how they can de-stress the process.
Clients struggle with making right the Social Security claiming decision. This article provides a six-step process to guide clients through the complexity of Social Security.
President Biden’s sweeping package of tax increases will get passed this year, according to Andy Friedman. But it will get a “major haircut,” he said.
If you could send a one-line email and get a prospect’s attention, how would you do it?
Outshine the competition prior to the first meeting with a prospect using this four-step process.
Is it possible that, as the planning profession matures, all planners will eventually follow the same path that every other profession has followed, and charge on an hourly basis for the advice they give – like lawyers, tax professionals and accountants?