Episode 40 : 11/01/2017

Evolving your practice: Lessons learned from behind the camera lens

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Matt Ackerman

Director of Multimedia
InvestmentNews

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

You’ve built a successful practice. But times have changed, and your practice likely needs to adjust in order to continue growing. The key? Let go and be willing to evolve in order to thrive.

We’re joined by Matt Ackermann, Director of Multimedia at Investment News, to discuss change. Not the type that piles up under your couch cushions, or in your car, but the type of change that evolves a practice, grows the business and makes existing customers happier. Matt also talk about his key learnings from producing and hosting a series called Practice Makeover, where advisors from around the country work with coaches and marketing professionals to evolve and overcome business obstacles.

In this episode:

  • Transitioning from “I do everything” to “I trust my team”
  • Why coaching matters and how to choose the right coaching team for your practice
  • Why marketing has become crucial to success
  • How technology may play a role in your evolution (hint: Don’t come down with “shiny new object” syndrome)
  • Through it all, trust yourself and the characteristics that make your practice unique

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