Prosperity Advisor
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[Great Assistant Video 4 of 8] What Are Your Opportunity Costs?
Tim Francis takes you through a very powerful exercise to determine what your opportunity costs are in this short video.
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[Great Assistant Video 3 of 8] Successful Onboarding
Tim Francis captured the attention of attendees at last year's Summit for Prosperity Economics Advisors when he shared precisely how hiring the right assistant can transform your business. This is part 3 of an eight-part series Tim has created and is...
[Great Assistant Video 2 of 8] Leading the Work
Tim Francis’s company, Great Assistant specializes in matching small business owners like you with the best fitting assistant who can help get the bottom 80% tasks off your plate allowing you to focus on the big picture. He has created a series of short,...
[Great Assistant Video 1 of 8] When Is The Right Time To Get An Assistant?
At The Summit last year, Tim Francis shared a fascinating presentation on how the right assistant can have a dramatic impact on your business. Of course, the “wrong” assistant can also have a dramatic impact…just not in the way we were hoping. Tim’s...
PEM Webinar #3 ~ November 1, 2017
PEM Webinar #2 ~October 4, 2017
PEM Webinar #1 ~Sept 6, 2017
How To Get More Clients As A Financial Advisor: Part 2 – Automation
Creating a “virtual agency” that utilizes online processes and platforms to automate your marketing will likely be the most successful approach in establishing more trust and attracting more of your ideal clients.
How To Get More Clients As A Financial Advisor: Part 1- The Most Important Factor
If financial advisors want to attract more of their ideal clients, they’ll want to strongly consider building an online platform that displays trustworthiness and honesty. It’s the way marketing is trending in other industries, so it makes sense that the financial world is following suit.
The Secret To Living A Longer, Happier Life
We all know that giving helps others, whether we are volunteering, offering emotional support to someone or we are donating to charities. But studies show that giving is also good for the giver.