I'm not going to lie to you. Advisors can do well without planning, and many do for quite some time. Then they get stuck. The owners try everything, working even harder and longer hours. They are BUSY! Yet, they’re reaching neither their business nor personal goals. They're often quite exhausted and find that they're making more mistakes.
Most advisors start out with the same basic dilemma, They have neither a business plan nor a marketing plan. Instead, they’re winging it! Needless to say, this isn’t the most efficient or effective way to run a financial firm. It’s also a good way to consistently work 50+ hour weeks, suffer from the constant nag
Most advisors don’t use a business and marketing plan to drive or guide the growth of their business. Then one day they decide it's time. They come to me kicking and screaming about writing a plan, not wanting to do it, but somehow innately knowing that a plan is overdue. Why don’t advisors, who help
Make Yours Happy A study released by the FPA and Janus Henderson reveals that 60% of advisors who are within five years of retirement have no exit plan. It’s the story of the shoemaker whose children need their shoes fixed. If you are part of the 40% of advisors who have a plan, make sure it has
Advisors experiencing business burnout would do well to view how their firm stacks up in 9 critical and essential areas of business success. How many of the following areas in your financial firm need an overhaul? Use these descriptions to think through and establish your time and money-saving processes. Addressing each of these areas protects