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Practice Tools Overview:
Achieving breakthrough results is done by design, not by luck or chance. Your company provided VALIC
Retirement 2008 Advisor Business Plan is a robust and actionable vehicle designed to help bring clarity
and focus on how you should move your business forward and what strategies and activities you should
act on to achieve your personal and professional goals.
The Practice Check-up tool has been designed to help you look closely at and make critical observations
about the health of your assigned client book of business and the daily activities employed in managing
that book. The Practice Check-up can be a useful compliment to your Advisor Business Plan. The tool,
with its 110-point check-up takes a holistic approach to this process and is based on essential business
systems and core best practices recognized across the financial services industry
We are pleased to announce we have negotiated a special discounted offer with Advisor Insights, Inc. for
your purchase of The Practice Check-up for $350. If you are interested, you should make your payment
directly to the merchant via PayPal on this site. Once you have completed the assessment, you will
receive a comprehensive personal evaluation that identifies action steps you can use as a complement to
your 2008 Advisor Business Plan, and help you prioritize and focus your activities to help motivate your
growth and goal achievement.
You are under no obligation to purchase the Practice Check-up and doing so is entirely your choice.
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