Top 10 Activities for Million-Dollar Producers
A study of million-dollar producers conducted by Peak Advisor Alliance indicated that 10 key activities accounted for approximately 75% of their average week. Steve Sanduski, the author of our new blog, "The Prosperous Advisor," examines these activities and why they are so critical.
Check out Sanduski´s countdown of the top ten in the order of the percentage of time million-dollar products spent in each area.
1. Reviewing Client Goals and Objectives, Managing Assets and Research
This is your main role as an advisor spending the time to help ensure your clients goals and objectives are being met.