Introduction to Speaker Highlights

A Changing Industry

The Right Business and Time

The 3 Building Blocks

Prospecting

Products

Practice Management

Capitalizing Your Practice

Filling The Bathtub

Your Broadway Show

Your Office Space

Your Staff

Commercial Leases

Staying in the Business

Under-Promise and Over-Deliver

One Life To Live

Why Advisors Fail

Goals - One Bite at a Time

The 4 Ps

Prioritizing Your Goals

Taxes and Your Practice

Medical Reinburshment Plans

Hiring Your Kids

Tax-Deductable College