Monday, February 28, 2011

New in the Journal of Financial Planning

In case you haven't seen it, I invite you to take a look at my interview with Strategic Coach founder Dan Sullivan, in the new March issue of the Journal of Financial Planning. Dan has some really provocative ideas about how financial advisors can run their businesses in ways that improve client service while also enhancing the quality of life for the advisor.

A big part of Dan's program is encouraging advisors to outsource tasks, allowing them to take more time out of the office. It's a little scary, but ultimately worth the effort. I really think you'll enjoy the entire interview.