10 Things Every Practice Needs

So much to do, so little time…

As we enter the 2nd to last week of the year, we wanted to give you 10 quick things that every producer needs in their practice.

Check them out here.


1. CLICK HERE to review the checklist of ways you can differentiate yourself from your competition.

2. Note the components you still need to implement for the year. Keep in mind, while every component doesn’t need to be implemented all at once, Advisors Excel helps to make each component as easy as possible for you to execute.

3. Contact our team at 866.363.9595 for help putting your remaining pieces in place, and let us help you make this year be your best yet!

REMEMBER: The ability to write a book varies by the individual producer’s education, experience and qualifications. Not all producers may be qualified or experienced enough to implement this form of advertising and PR immediately. Please keep in mind, books are advertising; therefore the same rules regulations and best practices that apply to your other methods of advertising apply to the content and promotion of the book.

52 Sparks is provided for informational purposes only.  Results from the use of these concepts are no guarantee of future success.

AE12154341- For financial professional use only.