Maximize Your Practice

“Lots of good ideas for team building and structure. Great [Marketing Tip] – I didn’t realize there were optimal times to send emails.” – Melissa Beckmann

“Great ideas I needed to hear. Will use [the Marketing Tip] in my business. Continue having these Live webinars! This was my first.” – Richard Leleux

“Good solid practice basics. I lose my way if I don’t just keep hearing the obvious truth from time to time.” – Randy Densmore

“Helpful hints on time management and team importance. Informative session.” – Jay Moyer

“Valuable time Management and delegation techniques. Excellent [Marketing Tip].” – Kenneth Head

“[The Marketing Tip was] terrific info.” – R Allan Jensen

“Great training on appointment scheduling. Loved [the Marketing Tip].” – Howard Woodall

“It was on point with my practice and I can use most all suggestions!” – John Woodward

“Very good session.” – Mark Pittleman

“Great processes.” – Roger Ruden

“Actionable, implementable practices.” – Emory Smith

“Loved the structure & ideas on case management.” – Mervyn Fried

“Great info on scheduling. Great job.” – Val Episcopo

“Scheduling of staff time and purpose – great info!” – Jeff Kaiden

“Very relevant to my practice with new staff members. Good [Marketing Tip].” – Chad Copley

“Learned how to effectively use an assistant to grow your business and building consistencies. Definitely things I need to work on.” – Lindsey Vogel

“Great tips – having an ideal and one to do list.” – William Maar

“Making sure as an advisor working on more income-producing tasks! Good [Marketing Tip].” – Joe Swiderski

“Great info on Time management/Delegation.” – Todd Henderson

“Set up the week and don’t interrupt assistant but let them know what you expect!” – Sandy Wheaton

“Good info. No Voice Mail & Appointment Scheduling.” – JD Brannan

“Gina’s time management insights were awesome.” – Don Goldsmith

“Need to have structure to hire more staff that was all new to me.” – Howard Gruber

“It covered many of the issues I’ve been trying to figure out how to correct in my business.” – Chris Besonen

“It was a good overview of best practices in how to deal with wtaff. I will have my assistant ONLY send out monthly emails on a Tu We or Th (thank you for the tip).” – Justin Gauvin

“Gina’s presentation was great.” – Ed White

“I liked the To Do list, which I use. Good [Marketing Tip]. Anything that gets [emails] read is great.” – Stan Mock

“Clear concise messages about how to maximize use of staff and calendar.” – Graham Wright

“Tremendous resources and helpful recruiting tips/best practices.” – Rob Greco

“Very practical and detailed information on managing my team, which is the most challenging part of my job! Very helpful [Marketing Tip].” – Gina Mills

“Learned that a structured office is rewarding to all involved. [The Marketing Tip is] a perfect way to reach out and touch a prospect and/or client.” – Gregg Reid

“Enjoyed all of the ideas. Nice to know what is happening currently in today’s world.” – Suzette Brychta-Johnson

“Made me think about the things I used to do and stopped doing.” – Joseph Zullo

“Good flow of the suggestions of how to manage people! Keep up the good work!” – Leo Fundaro

“The type of managerial types was really interesting. Also the time management and the calendar. 1st time joining and I really enjoyed it.” – Brenda Morales

“Gina’s presentation was all good reminders.” – Theresa Richards

“Gina gave real helpful information on how to best use staff. Excellent information.” – Charles Hankins

“Simple and succinct organization of material as the result of years of experience, — which enthused my re-thinking my business plan implementation … I was extremely impressed with Gina’s presentation and her grasp of how our business works !!! This also was excellent and timely information, — also just long enough to be of value and included immediate suggestions for better results !!! You have selected excellent topics and presenters, — keep selecting !!” – Franklin Walter II

“Great to realize the importance of finding right assistant then utilizing and checking accountability. Great review-thank you.” – Deb Wagemann

“Great insight into business practices.” – Eric Nielsen

“The one thing that I have been lacking in my business is a structured day and/or week. I have doubled my book of business and revenue in the past 2 year and I am nervous that I will not be able to continue on my current path. So this was an outstanding presentation and very timely too. I will start to implement some of the tools and idea in this presentation. Thank you. Outstanding Marketing Tips on sending out Real Wealth® Weekly, because I have been doing it every Monday morning. I enjoy practice management and organization ideas to help me grow my business. I want to know not just what to do , but how to do it.” – William Hammond

“The importance of having staff be the phone professionals. Very sound advice.” – Adrian Bybee

“Hire and development of team members. Great marketing tip. Great information.” – Alexis Harris

“Very helpful. I sort of knew [the Marketing Tip on when to send emails] (I avoid Mondays and Fridays), but the details and confirmation were helpful.” – Stephen Mallery