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Practice Optimization
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Activity Management

What actions are responsible for the desired results?

Activity Management:

  • Team meetings
  • Roles & responsibilities
  • Time management
  • Daily game plan
  • Model week
  • Time blocking
  • Client check in calls
  • Telephone portfolio / financial goal reviews
  • Face to face meetings
  • Introductions/referrals requested
  • COI contacts
  • Seminars conducted
  • Networking events
  • Client bring-a-friend events


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