Discover 10 proven sales strategies for financial advisors to stay consistent and grow their practice during the summer months. Reframe the season, reconnect with clients, and refine your process with this summer success guide.

April-Lynn Levitt, business coach says that advisors have shifted from reactive to proactive mode as demand from clients increases.

Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?