Have you ever wondered how your fellow C2P Mastermind advisors successfully implement C2P’s tools and processes in their own practices? Or maybe you’ve asked if your peers are doing something unique that you should try too? Here is a recap of new ideas and strategies for enhancing your business. Watch the video below for the top two ideas from each breakout session at our last Collegium event. Learn 10 actionable tips, including:
- How to fill seminars and convert attendees to appointments;
- Adding new advisors to your practice;
- Practice management implementation tips;
- Best industry books, apps and technologies; and
- How to engage your tax clients after tax season.