[Video] Adjusting your Word Choice to Optimize Outcomes; Building a Legacy: Implementing a Career Path and Compensation Program; Techniques to Reach the Top and Stay There; Chasing and Achieving Impossible Goals

It’s not just asking the right questions but using the right words that will make clients feel comfortable and generate better outcomes for both of you. Khetarpal shares how he acquires 100% of his business from referrals and the key lessons that have enabled him to elevate his client experiences and business results.

here comes a time when, as a business owner, an advisor must ask themselves how they can take their practice to the next level. Smith shows how an outlined and easily communicated career path and compensation program can help advisors find success in attracting, retaining and rewarding top talent to advance their practice, provide a consistent client experience and create a lasting legacy.

D’Souza shares how defining his right-fit client down to every detail has transformed the way he does business. These changes helped him shift to a three-day workweek and achieve bigger results with a six-person team than he did with a team of 40.