Learn what it takes to become a millionaire advisor.
The five financial levers are at the heart of all the strategic and tactical decisions an entrepreneur makes with regard to growing the business.
You are more likely to win a sale if the client is given the opportunity to express themselves and feel that they are in control of the process.
To get beyond your limitations, you need to play the Infinite Game — you need to expand what you bring to your clients by collaborating with others.
A successful business depends on the management of five financial levers: product mix, average sale, number of sales, seasonality and cyclicality.