Million Dollar Round Table Mentoring Monthly Feature: Practice Management Professionalism Is a Sales Advantage Harold L. Geller.

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Presentation transcript:

Million Dollar Round Table Mentoring Monthly Feature: Practice Management Professionalism Is a Sales Advantage Harold L. Geller

This feature presents a business case for adopting and/or maintaining professional standards essential for any advisor serious about growing their business, while also protecting it. Working with a clients other professional advisors allows you to fully service and collectively evaluate the overall client experience. The reluctance to work with other advisors often leads to a glass ceiling and limits potential for growth. Professionalism Is a Sales Advantage

1.There are three key concepts. Which concept should an advisor prioritize in their daily operation? 2.Create a six-step planning process, and provide specific details. 3.How do you connect with centers of influence? Discussion Questions