17 Business Management Areas Where Financial Advisors Get Stuck
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 retaining a growing team and client services
- Managing your time so that you don’t end up burnt out
- Deciding when to delegate the operations and/or management of your business
- Turning strangers into profitable and happy clients
- Getting referrals from ideal clients to other ideal clients
- Determining which clients to work with and which to send elsewhere
- Deciding when it’s time to retire or partially retire (succession planning)
- Learning when to delegate tasks and when to dump them
- Figuring out the best ways to sell, market, and network
- Determining which social networking sites to use, for how long, and for what reasons
- How to become a better leader
- Developing and/or introducing new products and services for your clients
- Deciding what technology to use and when to buy it
- Figuring out when to take a step back before you move forward
- Deciding which consultant(s) to hire and when
- How to create workflows, processes, and procedures
(c) 2010 Updated 2021 Elevating Your Business
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
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