Your practice is divided into four rooms: a new business development room, a wealth management room, a client service room, and a practice management room. As you begin to refine and enhance your business, follow this simple but effective process:

  1. Pick one room that needs the most work, or would have the greatest impact on your practice this year.
  2. Inventory what you currently do in that room.
  3. Create some capacity
  4. Enhance that room (and the client experience)

Please review The Diagnostic Toolkit, and explore the additional content and resources in this series.