You’re the advisor who wants to run and grow your practice in a way that serves you and your clients… instead of you serving your practice.
You no doubt run a practice that’s doing well. Even through challenging markets, you’re holding your own, serving your current clients extremely well, and even acquiring some new ones. But you still want and need to grow in order to get your practice to “the next level”.
The best practices you hear and solutions you get from Ameriprise seem to lead you away from what you really want.
Working more hours is not a sacrifice your willing to make anymore.
You’ve grown tired of the awkward marketing conversations you’ve been having. You would love to get more referrals, but just haven’t found a comfortable way to ask that doesn’t feel desperate or bothersome to the client.
And systems… oh, you want systems. You’re getting it all done, but you know it could be done in much less time if you just got things more systematized.
Lastly, although you like networking with your peers, because you’re P2, you’re pretty much doing this on your own.
Why is it so challenging to grow your practice and get what you want?
Is there a way to grow it in a way that feels authentic to you, and won’t cause you to sacrifice your personal priorities inside or outside the business?
If you’re the advisor who wants to run and grow your practice in a way that serves you and your clients, instead of you serving your practice, you’re in the right place.
You can grow, market, get referrals, and systematize your practice without sacrificing who you are and everything else that’s most personally important to you.
How do you get started? First, sign up for our “Think different. Be more.” Daily Notes. Each weekday, you’ll be sent a very short (usually only a sentence or two) note that will help you shift your thinking so you have a better, more productive day and sometimes more fun. Click HERE to sign up.
You may be wondering if actualinfinity can really help you. Click HERE or the “Is This You” tab above to find out which advisors really benefit from our approach.