Author Archive | Susan Kornegay

Last week we looked at setting your quantitative goals and developing your strategies for meeting them in 2019. Now let’s talk about how to get started on implementation. By now you should have a list of your specific strategies for 3 key areas – client experience, support structure, and growth. Putting together a simple spreadsheet will enable you to sort your list and track your progress. We suggest including columns for Priority, Strategy Description (abbreviate as needed), Start Date and Status/Next Steps. You can also add a column if you want […]

It’s that time of year again…time to take out the 2018 business plan, dust it off, and see how things have gone. Now, where is that plan? In the back of the desk drawer? Under the stack of papers on the credenza? Isn’t that the problem with business planning? So here we are, looking ahead to the new year, excited about capitalizing on the opportunities ahead. We think about all the things we can do to better serve our clients and grow our business. We set goals and think of […]

Last week we asked the question, “If financial planners and advisors have such a life-changing impact, why aren’t we shouting it from the rooftops instead of feeling (and sounding) so awkward?” We suspect that you can think of at least one story about someone whose life was changed for the better because of the guidance they received from you or from another planner in your practice. Is that true for you? Think about that client’s story. What was their situation before they engaged with that financial planner or advisor? What […]

Last week we led a workshop at the Financial Planning Association’s annual conference on the topic of Telling Your Story with Authenticity and Conviction. It seems that many advisors and planners struggle with what to say when someone asks about what they do. Perhaps you do, as well. We began with the story of one of our clients. Keith and the other two advisors in his practice were invited to an open house at a local law firm where he struck up a conversation with one of the attorneys. She […]