Think Differently: Elevate and Grow Your Financial Services Practice

Effectivity Insights—See LESS people and do MORE business. Keep 90 percent of what is working well and 10x your financial advisory business with these powerful insights.

Can you envision:

· Improving your introduction-to-close ratio by 50 percent?

· Increasing your case size by 50 percent?

· Transforming your business into 100 percent referrals, no longer spending your time, effort, and resources “looking” for clients, and finding people already excited about you before you meet?

· Reducing your time in the office by 50 percent?

· Creating such powerful positioning in your market that you eliminate your competition?

Every giant step forward starts with awareness and vision¾and thinking differently. As you merely think about the insights, you will see a change in your perspective and a change in your effectivity. Even as successful as you likely already are, you will increase your skills in a way that benefits both your clients and, of course, you!

At the end of each chapter, Wells includes a list of important action steps you can use to make the most these powerful insights. You can make your work and your life more efficient and more enjoyable.