Before someone trusts you, it’s first necessary to become known and liked. Developing trust takes time. Stop Talking About Yourself Yes, your credentials, knowledge, and what you can do for clients is important. But people who recently met you really don’t care about you or your services. Think about it. When you meet a stranger it’s about WII-FM (what’s in it for me) and how can you make their lives better (the results). They will pay you to achieve a result or many results. While they may not know all the outcomes they want, they’re talking to you because they’re somehow struggling, and they believe that you’re the person who will help them become unstuck. So,

While systems are meant to automate certain mundane aspects of business, they can also be used strategically, to leverage the talents of your staff and achieve more business growth. Systems also: • Help advisors identify the bottlenecks in their workflow. • Make new employee training more efficient. • Improve the implementation and effectiveness of new procedures. • Allow others to find inefficiencies that you don’t see in a process. • Leverage your time and help your business run like a well-oiled machine. Creating systems changes the way you do business for the better! While a Wall Street trader, I became tired of repeatedly dealing with the same operational problems. So, I followed each problem from its

RIA Financial Advisor Leaders Community    https://www.linkedin.com/groups/4624383   This is a community for Registered Investment Advisors (RIAs), Financial Advisors, Financial Planners, Wealth Managers, and Investment advisors to share and discuss best practices, trends, industry news and your firsthand experiences. If you have a question about business growth – either on the managing or marketing side – this group is for you. Are you researching ideas for your next marketing campaign? Found a resource you want to share? Looking to see how others solved a problem you’re facing? Want the best marketing and management articles, resources or events from around the Internet? We provide a spam-free environment where our members feel safe to ask for advice, resources, suggestions

Routines make life easier and more predictable. Creating routines in your business do that and so much more. Below are some benefits advisors gain when they create systems within their business. Keeps you on track to reach your business goals. Measures your successes or look for ways to improve. Shows you where you're leaking profit! Enables you to be more productive and get more work done without distraction or if there is a distraction to more quickly refocus! Helps your team to define their roles and set better goals and priorities. Catch work that is falling through the cracks. Enables you to maintain growth. Improves the value of your firm. Substantially saves new employee training time.

Your clients and future clients want you to have an exit plan. None of us can guarantee that we'll be here tomorrow. None of us can guarantee that our business will be here or that "mother nature" won't destroy our firms. Because I work with advisors, individuals always ask me for tips and recommendations on hiring an advisor.   During many conversations, they'll often tell me that they're afraid to hire a solo-owner or small firms, mostly because of continuity issues. When you work for a firm and leave, chances are that  clients will become their clients.  (Hopefully, until they find you).   If you were to die tomorrow, someone at the firm will help them.  So