Make 2015 Your Best Year Ever!
Date: Thursday, December 18, 2014
Time: 2:00 PM - 3:00 PM EST
In this hour, you will learn from Annette Bau, CFP®:
- The 4 most critical factors to achieving your success as an advisor
- Why your plan must include a PSP
- The most commonly missed element in an advisors' business plan (this element is attributed to over 90% of your success)
- How to create a simple 1-3 page plan that provides you a step-by-step, day-to-day action plan
- How one advisor made his annual income of $100,000 his monthly income