In this episode, Jeff and Randy discuss:

• The early stages of Carver Financial Services and the practices used to build the client base at his mega practice.

• The three types of seminars to consider if you are looking to leverage your time.

• The service model from a business standpoint.

• Randy’s new book, Ultimate Vacation, and Personal Vision Planning™.

Key Takeaways:

• If done correctly, seminars can leverage your time – it is easier to communicate your message in a group rather than one at a time.

• Follow up and make contact with clients and prospective clients often, more often than you think you need to.

• Are your clients team/firm clients, or individual clients? Are your clients receiving the best service possible from your practice?

• The key to success is focusing on your existing clients and letting them grow your business, rather than focusing on new clients and losing your existing clients.

"Service your clients and they will bring you new business – more business than you can deal with." — Randy Carver