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Bull; MitchAnthony.com. THE BUSINESS PRACTICE CHECKUP. The Business Practice checkup begins with the end in mind: building a prime practice and operating at the peak of your game. It was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission in our business.

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Welcome to PracticeTools.net | practicetools.net Reviews

https://practicetools.net

Bull; MitchAnthony.com. THE BUSINESS PRACTICE CHECKUP. The Business Practice checkup begins with the end in mind: building a prime practice and operating at the peak of your game. It was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission in our business.

INTERNAL PAGES

practicetools.net practicetools.net
1

What Others Are Saying

http://www.practicetools.net/PT_About_Us.html

Bull; MitchAnthony.com. Mitch Anthony is the founder and president of Advisor Insights Inc. and The Financial Life Planning Institute, which are training companies serving advisors and scores of financial services companies. Office: 507.282.2723.

2

The Practice Checkup

http://www.practicetools.net/PT_About_Check_Up.html

Bull; MitchAnthony.com. Click on pie chart for detailed descriptions).

3

Contact Us

http://www.practicetools.net/PT_Overview.html

Bull; MitchAnthony.com. The Business Practice Checkup begins with the end in mind—building a prime practice and operating at the peak of your game. It was developed to provide financial advisors with a gauge to measure the overall health of their practices and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission. The Prime Practice has two characteristics:. In addition, the...

4

Welcome to PracticeTools.net

http://www.practicetools.net/PT_Training.html

Bull; MitchAnthony.com. Complete all of the steps in this. Training have been averaging. Between 35 – 45% annual increases. BUILDING A PRIME PRACTICE. This unique approach to managing an advisor’s practice produces immediate action steps for climbing to the “next level” and has an impact that will be felt for a lifetime. The advisor is given immediate feedback on their 8 business systems as compared to the best practices in the financial services profession. These 8 systems are:. The seminar itself takes...

5

What Others Are Saying

http://www.practicetools.net/PT_Testimonials.html

Bull; MitchAnthony.com. The result for me was a clear focus and plan I could execute to ultimately increase my revenue. The bottom line was a thorough, easy to use practice management tool and coaching program. I really felt confident that Al has real insight and experience with a financial services practice. Financial Planner, New York Life Insurance. I have never received, in my 20 years in the business, this type of analysis of my practice. In addition, the process provided me with.

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Bull; MitchAnthony.com. THE BUSINESS PRACTICE CHECKUP. The Business Practice checkup begins with the end in mind: building a prime practice and operating at the peak of your game. It was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission in our business.

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