In Friday's session of the Financial Advisor Webinar Series, Scott Cohen, managing director of Focus Partners LLC, explained what you need to do to effectively grow your business in 2010. He discussed:
• How business planning and goal setting can have a dramatic impact on performance
• Common components of the business plan
• Specific areas of focus that will provide the greatest impact on results

Focus Partners provides practice management program design services that help individuals and teams of financial advisors take their businesses to the next level. Through their "Practice Optimization Approach," Focus Partners leverages existing strengths to build and implement a personalized transformation plan for your business.

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Using Client Feedback To Drive Referrals
Knowing what clients need, want, and expect is the key to increasing referrals. But you must have a clear process in place for gathering their feedback. In this webinar, Julie Littlechild, president and founder of Advisor Impact, will present a step-by-step process that you can implement immediately to help you gather and maximize feedback from your clients.

Founded in 1998, Advisor Impact is a leading provider of research, training, and tools for financial advisors across North America and the United Kingdom. Advisor Impact's flagship program, "the Client Audit," helps advisors gather client feedback and then translate that information into meaningful insights, ideas, and actions to increase both loyalty and revenue among existing clients.

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