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There are several advantages associated with guiding business owners and executives to grow businesses for twenty years. One is the ability to identify common obstacles as (or before) they surface and advise action that transforms circumstances into success stories. For the past twenty years, I’ve helped established businesses grow by $6 million and start-ups to quickly grow to the $100,000+ level—and everything in between.

I founded Elevating Your Business in 1998 to specialize in working with financial advisors, planners and professionals who make their living by offering their services and expertise. Within these ranks I’m drawn to the challenges of team consisting of 1-20 employees or consultant.  This is also my own business model.

The people who hire me all possess an expertise and passion which they are attempting to leverage. While it’s great to have expertise and passion, you’ll never get to use them if no one knows you exist!  Advisors struggle with that greatly affect their ability to generate consistent streams of new clients and retain the clients they have.  Overcoming these obstacles by managing your business and then marketing your firm to ideal clients helps you grow your firm faster with clients you love to serve.

Believe it or not, planning is an area where advisors miss the mark.  Most advisors do what comes at them next.  However, the most successful advisors have a business and marketing plan they use daily to set the firm’s priorities.  Read full article here.