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Batchelor explains the seven lessons he learned that allowed his firm to have massive expansion and the trigger that caused it. He also shares the nine dials of performance that can guide your practice to specialize in financial advice rather than just being a firm of financial advisors.

We are limited to 24 hours a day and seven days a week, and if we work that much, we will destroy ourselves and our families. But by using multi-client events as your main source of contact, you can significantly reduce your working hours and greatly increase client satisfaction and loyalty. Batchelor shows you how he uses public education seminars to attract and sell prospects. He also discusses how he uses client review workshops to perform multiple client reviews in just a few hours. This is a radical approach which will change the way you do business and run your practice.

Batchelor explains the seven lessons he learned that allowed his firm to have massive expansion and the trigger that caused it. He also shares the nine dials of performance that can guide your practice to specialize in financial advice rather than just being a firm of financial advisors.

Batchelor shares strategies to increase your focus and recognize how to achieve short- and long-term goals, especially when it comes to making the most out of attending the Annual Meeting or other conferences. Presented at the 2017 Annual Meeting.

A prospecting script that goes beyond ‘Who do you know?’

Batchelor shares strategies to increase your focus and recognize how to achieve short- and long-term goals. Presented at the 2017 Annual Meeting.

We are limited to 24 hours a day and seven days a week, and if we work that much, we will destroy ourselves and our families. But by using multi-client events as your main source of contact, you can significantly reduce your working hours and greatly increase client satisfaction and loyalty. Batchelor shows you how he uses public education seminars to attract and sell prospects. He also discusses how he uses client review workshops to perform multiple client reviews in just a few hours. This is a radical approach which will change the way you do business and run your practice.