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As your business grows and you become less available to look at every aspect of your firm, you may not always be aware of deficiencies outside of production levels. Tancock explains how completing the Benchmarking Survey uncovered a major issue in her office about overstaffing and how that issue was resolved.  

Centers of influence don't have to be accountants and attorneys. Aurora Tancock shares her best source for reaching more clients.

According to Rossell, the three most important aspects you must include in stories you craft for clients are statistics, experts and anecdotes. In this Q&A session, Rossell uses those pillars along with her background as a monetarist to delve further into current global economic news and trends including inflation, market corrections, tax law changes and how to interpret what is being done instead of what is being said in politics.

Financial planning often focuses on just one goal: retiring comfortably. Tancock will explain how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that roboadvisors will not be able to replace. She will share the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life.

Adding an advisor helped Tancock take on referrals and grow her practice.

Tancock discusses the emotions and logisitics involved in the search for the right advisor to partner with.

Aurora Tancock has been doing seminars for a local human resources department for 18 years. Here's how they help grow her practice.

Building relationships with centers of influence can be a long and challenging process. But here's why Aurora Tancock believes it's worth it.

Building relationships with centers of influence is an important part of growing your practice, but there’s no single way to do it. In this webinar, two MDRT members share their methods of working with centers of influence, including why making those connections is so essential. They explore ways to get introductions, how to build relationships that result in introductions to prospects, and how centers of influence can lead to building a referral-based practice.