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Summary
June is the month to stop and look. A six-month audit is the most valuable two hours an ELP can spend right now. Step out of the business, look at it from the outside, and answer three questions.
What does winning look like?
What plays work every time you run them?
What is broken that I can fix in Q3 and Q4?
This episode is the answer to the second question, the 7 plays I would run over and over to stabilize a business and most often add real production over the next twelve months. The weekly planning session. The next 10. 1=3.. The pipeline at 150% to 200% of goal. The post-closing process. The three rocks of marketing. And boundaries. Each one maps to a pillar of Take Flight, because this is not a list of tips. It is the framework boiled down in one podcast episode to what actually moves a business.
Different advisors sit in different places. The purpose is the same. Build the business so it fits into your life. Filter out the noise. What I give you in this episode are the signals. You just have to run the plays.
Chapters
00:00 Introduction and Purpose of the Audit
04:54 Seven Plays for Business Success
15:56 Conclusion and Call to Action
Resources
Jim Miller's Website - https://askjimmiller.com
Instagram - @askjimmiller
By Jim Miller5
5454 ratings
Summary
June is the month to stop and look. A six-month audit is the most valuable two hours an ELP can spend right now. Step out of the business, look at it from the outside, and answer three questions.
What does winning look like?
What plays work every time you run them?
What is broken that I can fix in Q3 and Q4?
This episode is the answer to the second question, the 7 plays I would run over and over to stabilize a business and most often add real production over the next twelve months. The weekly planning session. The next 10. 1=3.. The pipeline at 150% to 200% of goal. The post-closing process. The three rocks of marketing. And boundaries. Each one maps to a pillar of Take Flight, because this is not a list of tips. It is the framework boiled down in one podcast episode to what actually moves a business.
Different advisors sit in different places. The purpose is the same. Build the business so it fits into your life. Filter out the noise. What I give you in this episode are the signals. You just have to run the plays.
Chapters
00:00 Introduction and Purpose of the Audit
04:54 Seven Plays for Business Success
15:56 Conclusion and Call to Action
Resources
Jim Miller's Website - https://askjimmiller.com
Instagram - @askjimmiller

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