Dear Financial Advisor, As the summer winds down and business gets back to work as usual, I have a question for you that helps me to help you. What Are You Struggling With In Your Financial Business Today? Please comment with your answer and say hello. I like getting to know you. And if nothing comes to mind, it's ok of course. HOW CAN YOUR ANSWER HELP ME TO HELP YOU? Here are the two main ways: 1) They're great topics for me to write articles that help you. 2) They'll help me determine what experts to bring into my "Count on Success 2015 Webinar Summit" Enjoy! Upwards and Onwards,

Could you be sabotaging your business growth? I see it happen all the time: the good intentions of financial advisors gone awry.  Advisors envision operating a profitable business, serving great clients the "right way" and living an exceptional life doing what they love. Many advisors expect, rightfully, that as they gain new clients, business growth will make it possible to hire help, build a wonderful website, create a great team, and do the things they enjoy in an office they're proud to have clients walk into.  However, they find that as they grow their firm, frustration and overwhelm set in. Some advisors prefer running a solo practice, learning everything they need to do for business growth, doing everything themselves, and never

If you're considering leaving a wirehouse or B/D, don't do it the hard way! Instead, carefully plan your exit, taking into account everything involved to make your move in addition to starting and growing a business. Leaving your job before you are really ready will cause you added frustration and big changes are stressful enough! Your business will have a greater chance of succeeding, independently, if your game plan includes adjusting your attitude, getting your dreams in order, and physically preparing for your new business before you hang that shingle. Many clients I've coached, long after they've gone independent, wished they had Victoria's advice below before they got started! Guest Post: By Victoria Bowen, Consultant for

Our Business Tune-Up Assessment will help you measures 46 key indicators of a successful, profitable business. New to business or an old pro, the first step to growing a business is to assess where you are right now. Why? Because those things that need “immediate fixing” will be placed in your Growth Plan's goals, where you'll create strategies and action plans to make changes. The areas that are working well, give a big hurrah!   Rate the state of your business. Rating System N/A= Not Applicable 1 = disaster 3= average 5 = brilliantly successful _________ Business Plan/Written Goals _________ Business Tracking System _________ Daily Game Plan _________ Business Plan Effectiveness _________ Attracting Your Ideal Clients _________ Exit Strategy