Performance Press
Creating Client Capital
High performing advisors develop and implement a strategy and well thought out tactics to create client capital. They recognize the importance of investing in their clients to maintain and expand the equity in the relationship for mutual benefit.
The Importance of the Value Proposition for the Success of Every Business
You attract the right clients by demonstrating the value of what you do. The clarity of your Value Proposition drives everything.
The Starting Point for an Effective Business Plan
Articulating each element of the business definition sets context and describes the purpose in building your business. It is the starting point for an effective business plan.
The Foundation of a Successful and Sustainable Business
In our work with entrepreneurs, we integrate the Four Cornerstones to assure the viability of the business.
The Importance of Giving Back
Life insurance plays an important role in philanthropy. Life insurance proceeds have provided hundreds of millions of dollars to fund worthwhile causes.
Categories
- Business Management
- Strategic Planning
- Entrepreneurship
- Resource Management
- Client Relationship Management
- Brand Management
- Practice Development
- Effective Sales Strategy
- Corporate Social Responsibility
- Sales
- Systems and Processes
- Strategy
- Structure
- Financial Management
- Family Enterprise
- Focus
- Networking
- Philanthropy
- Innovation
- Marketing
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