<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2101698893445396&amp;ev=PageView&amp;noscript=1">
Partners Advantage WebsiteFacebookLinkedInTwitterEmail
888-251-5525
    Partners Advantage logo

    Kim Bruce

    Production Processor for Partners Advantage


    Recent Posts

    How to Organize Your Financial Services Office Space

    Posted by Kim Bruce on Tue, Mar 28, 2017 @ 05:12 PM

    Besides the obvious things like desks, chairs, internet, shelving and cabinets and a television, you’ll want to organize your financial services office space to optimize efficiencies. Most of your processes should be handled by your assistant or office manager and you’ll want to give them the tools to create the most efficient process possible.

    Read More

    Tags: practice management

    Best Stress Management Techniques for Financial Advisors

    Posted by Kim Bruce on Tue, Feb 28, 2017 @ 05:31 PM

    STRESS IS EVERYWHERE! It’s waiting for you when you wake up in the morning and it’s there when you go to bed at night. It’s at home, at the office, in your car…heck, you can’t escape it…ever. But it’s how you define it or how you let it define you that makes the difference.

    Read More

    Tags: coaching, practice management

    Get it Together! - the Impact of Organization on Productivity

    Posted by Kim Bruce on Mon, Jan 09, 2017 @ 05:37 PM

    We have all experienced that momentary panic when we can’t find our glasses, our keys, or our cellphones. It’s usually when we’re in a hurry, like when someone is honking in the driveway, or you are running late for an appointment. When the pressure’s on in some way, your heart rate increases, your cortisol and adrenaline surge, your palms get sweaty and you feel, just for a second, like you might explode.

    Read More

    Tags: practice management

    Welcome Clients with Skilled Front-Office Support

    Posted by Kim Bruce on Wed, Oct 12, 2016 @ 05:01 PM

    Your client's first visible or audible experience is typically with the front desk/receptionist and the reactions, behaviors, and attitudes of your front-office person create the first impression for your guest. This first impression creates an opinion that can either strengthen or degrade each relationship.

    Read More

    Tags: practice management

    Listen Twice as Much as You Speak: Business Communication

    Posted by Kim Bruce on Wed, Aug 24, 2016 @ 05:16 PM

    We all learned lessons as children when we were trying to be heard. “Don’t interrupt, the adults are talking.” or “Wait for your turn to talk.” Your current communication style has a lot to do with how you learned those first lessons.

    Read More

    Tags: prospecting, practice management, sales techniques

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.