Best practice systems identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which of these best practice systems is your firm missing? Use the list below to check which basic best practice systems your firm is missing or that you feel needs some help. To grow your business, add or update these best practice systems. Business Naming – A process of listing attributes of or descriptive words for a business, product, or service to brainstorm a one to three-word name by which to identify it and/or market

I'm often asked, "what could I do that will help me grow faster?" And I'd love to have just one answer, but of course I Don't.  The "what" is different for each advisor, because your vision, goals, niche and how you run your business will be different than the next business owner. What I can tell you is that when you're not winning like you'd like to be winning, there are tried and true consistent questions to answer, systems to create and tools to help you grow and scale your business. One thing I see is that no matter how much time you've been in business you need to be able to be the boss and

It’s time to sing a better song Planning and taking consistent action toward what you’ve planned often makes the difference between success and failure—growth and stagnation. But many people won’t plan, don’t plan, and create dozens of excuses instead. Right? You see this in your retail or institutional clients. I see it in in my advisor clients, too! Clients who get to the point where they’re ready to sit down and plan change the tune they sing. Something happens in their lives or to someone they love and they decide to kick excuses to the curb and develop a no-excuses mentality. They stop reliving the negative and move forward. They sing a new song of victory!

During your journey as a business owner, there will be business operations and circumstances that are tougher to navigate than others.  I've listed 17 areas in which independent advisors commonly get stuck. We all have different strengths and weaknesses and as such you'll find areas that earn you a Hurrah! and areas that need your attention. Print the list and place a checkmark near 3 important areas to start working on now. If you find that you have more than 3 areas that need help, know that you’re not alone! These situations can be made more manageable with laser-focused consultative coaching. Living a full-filling life AND running a viable business at the same time Leading and