Two Questions That Will Transform Your Practice in 2026

In this episode of In a Matter of Minutes, Steve Phillips shares two critical questions every financial advisor should ask when planning for the year ahead. These questions uncover your most impactful goals and challenge you to evaluate whether your current affiliation supports your success. Steve explains why implementation partners are essential for turning plans into progress and how USA Financial’s approach helps advisors execute strategies effectively. Watch now to learn how to move beyond goal setting and achieve measurable growth.

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In a Matter of Minutes is built on the belief that small adjustments often lead to major improvements in a financial advisor’s practice. Each episode focuses on identifying “Opportunity Gaps”—areas where your practice could benefit from doing something new or doing something you already do more efficiently. These conversations are designed to deliver proven and actionable processes that can be shared in a matter of minutes. Backed by more than 15 years of experience coaching financial advisors and teams of all sizes, this series turns quick insights into effective consulting initiatives. Whether you’re refining systems, improving workflows, or uncovering untapped opportunities, In a Matter of Minutes provides practical strategies to help you achieve measurable progress and long-term success.

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