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1 - 10of 3963

Results: 3963

The key to running a more profitable business while working less

Troy A. Collins, ADFP

Dec 6, 2021

The key to running a more profitable business while working less

Troy Collins reduced the number of clients from 1,000 to 400. He’s found this to be more profitable because it allows him to engage more and focus on his ideal clients, who were part of the 20% of clients who were generating most of his income. Learn how this could work for you. 

Roy John Hall, ADFP, CCFP

Aug 31, 2018

Making a difference

Hall believes in doing something today that your future self will thank you for.

Roy John Hall, ADFP, CCFP

Oct 4, 2017

Making a difference

Hall shares a powerful story of the impact of life insurance as seen through a tragedy in his life. Presented at the 2017 Annual Meeting.

Troy A. Collins, ADFP

Jan 20, 20225 min

Transitioning from salesperson to trusted CFO

For his high-income clients who often spend more than they make, Troy Collins, a Top of the Table member, works with them to reach their financial goals. In doing so, he acts like their chief financial officer as he lowers their taxes and debt as well as demonstrates to them how their lifestyle choices impact their long-term financial goals. To his clients, Collins is a trusted advisor not a salesman of financial or insurance products.

Troy A. Collins, ADFP

Oct 21, 202022 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.

Troy A. Collins, ADFP

Feb 6, 202122 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.
Too busy to plan

Antoinette Tuscano

Feb 23, 20225 min

Too busy to plan

Collins helps high-earning clients eliminate debt and live the lifestyle their income affords them.

Troy A. Collins, ADFP

Jan 28, 20214 min

Designing the ideal client relationship

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.

Liz DeCarlo

Oct 30, 20199 min

Where has all the money gone?

Using cash flow analysis helps your client's financial future, while increasing your business and referrals.

Troy A. Collins, ADFP

Dec 18, 20204 min

Sell the plan, not the product

Your guide to becoming a strategic, not a transactional, advisor.