Jonathan Lee believes the key to being successful in the industry is efficiency.
He runs his $6-million practice in a way that optimizes his and his clients’ time and allows him to offer them customized plans for their future.
He compares how he runs his practice to how a surgeon runs theirs: controlled, thought out and intentional. He has a strict office-management style and uses a highly structured CRM system to help him streamline his practice. Using these tools in this way, Jonathan is better able to focus on his clients and their needs, instead of the logistics of his busy workday. He’s also in more control.
Jonathan stresses how important it is to develop your practice and think beyond today and into the future. His strategic planning has made him better able to maximize his time with his clients and help them best achieve their goals.
Want to learn more about how Jonathan runs his practice and converts prospects into long-standing clients? Join us this July in Kansas City at CreativeOne’s Elite Advisor Academy:https://agents.creativeone.com/eliteadvisoracademy/default.aspx for a one-and-a-half-day training program on how Jonathan runs his business.
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