Mastering the fundamentals can reignite business growth for financial advisors and combat “shiny object syndrome.” We’ll share the lessons learned during our inaugural Fundamental 50 Challenge, in which participants reignited their growth by focusing on fundamental business activities over a period of 50 days.
The challenge was designed for practice management optimization through structured daily activities, group coaching and accountability. You’ll learn:
- How coaching and the fundamentals helped one advisor experience unprecedented growth.
- The core business activities that could lead to supercharged growth for advisors.
- The activities we designed for participants to help them master those basic business activities.
- Key learnings from our inaugural Fundamental 50 Challenge.
