Articles

Power Practice Management (Part 1)

Power Practice Management (Part 1)

What is your ultimate goal for your practice? You might conclude: selling your practice to a third party or arranging an internal succession.  Or perhaps transforming the practice into a family business.

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Preparing for Prosperity in a Futuristic World

Preparing for Prosperity in a Futuristic World

Peter Diamandis created the Abundance 360 community and event as a place for “entrepreneurs passionate about generating extraordinary wealth while creating a world of abundance.” I’ve been grateful to attend for several years now, and always walk away inspired to learn how the world is being shaped by purposeful,…

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Summit 2017: The Movement Has Wings!

Summit 2017: The Movement Has Wings!

The fourth Summit for Prosperity Economics Advisors event wrapped up last month in stunning Park City, Utah and we couldn’t be more thrilled with how it unfolded. If you’ve never heard of The Summit, it is a three-and-a-half day immersive event 100% dedicated to the...

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A Great Way To Determine How to Get Results

A Great Way To Determine How to Get Results

In order to reach your highest potential as an advisor it’s imperative that you learn what makes you tick. When you know yourself better, you can build a practice that suits you better… which, of course, enables you to support your clients better. Once you know...

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