In this podcast episode, John Kailunas II and Kevin Berwald discuss the IQL (Increase Your Quality of Life) process, which is a practice management program developed by John Kailunas II and Don Carlson. They share how the IQL process has been successful in helping businesses grow and improve their quality of life. They also talk about their past award for the best practice management program for firms with less than a 1000 ee’s from wealthmanagement.com. The hosts emphasize the importance of focusing on core issues rather than just symptoms and offer a challenge to listeners to identify their top three heartburn or headache issues and bring them to C4G for resolution. They also highlight their expertise and resources in the financial services industry and how the IQL process can be a game changer for businesses facing plateaus. They also highlight the need for processes in various aspects of the business, such as client interaction, prospecting, client onboarding, and client review. They stress the importance of selling the process rather than just the products or services. The conversation ends with a reminder to visit their website and fill out an impact analysis form.
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