Lighthouse Lessons

The Prospect-Service Split: How to Divide Your Week Without Burning Out

The Prospect-Service Split: How to Divide Your Week Without Burning Out

East Coast Coaching
Published on: 02/11/2025

Upgrade your financial advisory practice’s prospecting and servicing strategy by establishing clearly defined time blocks for maintenance work and firm growth each week.

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Still Stuck in Every Role? How to Step Into the CEO Seat of Your Firm

Still Stuck in Every Role? How to Step Into the CEO Seat of Your Firm

East Coast Coaching
Published on: 02/11/2025

If your firm can’t grow without your constant involvement, you’re not alone. Most advisors start as technicians, but to build a sustainable firm, you have to start thinking like a CEO.

financial advisorfinancial advisoryinvestment advisorRIApractice managementleadershipbusiness growthstrategic managergrow your financial advisory business
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Too Many Meetings? Try This Client Rhythm Instead

Too Many Meetings? Try This Client Rhythm Instead

East Coast Coaching
Published on: 02/11/2025

Reduce meeting overload at your financial advisory practice through streamlining your service process to deliver more value in less meeting time.

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