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:
- Pick one room that needs the most work, or would have the greatest impact on your practice this year.
- Inventory what you currently do in that room.
- Create some capacity
- Enhance that room (and the client experience)
Please review The Diagnostic Toolkit, and explore the additional content and resources in this series.