Perspectives

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Your Vision as Inspiration

In last week’s post, 2020 – Your Perfect Vision, I described vision as the word we use in business to dream about the future, to think about the possibilities of what that future could look like. A well-defined vision description should be as detailed as you can make it. When your team reads it, they should be able to imagine exactly what you have in mind and be inspired to want to help you achieve it. Many people use pictures to help them stay motivated toward accomplishing what they want […]

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2020 – Your Perfect Vision

Welcome to 2020 – the year of perfect vision. The opportunity to write about 2020 and vision at the beginning of this new year and new decade is irresistible. Vision has always been precious to me for several reasons. Starting in third grade, I became aware of my extreme near-sightedness. Eye doctors said that my uncorrected vision was 20/800. Fortunately, glasses, contact lenses and finally Lasik surgery helped me immensely. One of my dearest friends, who lost her vision to Type 1 Diabetes, taught me a lot about the challenges […]

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New Year Checklist for Financial Advisors

This week begins the start of a new decade as well as a new year. So, it’s a good time to stop, take a breath, reflect and refocus. Here is a checklist you can use to guide your thinking. Look back on 2019. What are you most proud of? What do you regret? Look ahead to 2020. What are you most excited about? What are your biggest concerns? Read up on new legislation and industry trends. For example, how well do you understand the SECURE Act and what it means […]

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Adam to present at FPA Business Success Knowledge Circle on January 8th

FPA Members! On Wednesday, January 8th at 3pm Eastern, Adam will be presenting “Master of One: Three Key Elements for Niche Market Success” for the FPA Business Success Knowledge Circle. Register here! To many planners, niche marketing can feel very counter-intuitive and restrictive.  But a strong niche can build one’s reputation for deep subject matter expertise while creating a sense of confidence among clients who are part of that niche. Being a jack of all trades isn’t nearly as rewarding as being a master of one for the planner who […]

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Find the Formula

In her post last week, Susan described the difference between Results Goals and Activity Goals.  A Results Goal is something that you can’t directly control; whereas, an Activity Goal is something over which you have direct control. The real challenge is figuring out how to create a series of Activity Goals that will enable you to reach your Results Goal. The simplest way to approach this challenge is with something I call―Find the Formula.  In other words, what are the elements that will drive that particular result? For example, let’s […]

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Goals! Goals! Goals!

As we approach the end of one decade and the beginning of another, it’s good to reflect on past goals as well as take the first steps toward establishing new ones. Let’s begin by differentiating between two very different types of goals and the importance of each. Results goals Results goals represent the outcomes you want to see at the end of a specific period of time but over which you have minimal or no direct control. Annual revenue is the most important goal for most advisors and planners. Revenue […]

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A Thanksgiving Gift

Last week we received an interesting notification from the Contact Us page on our website. Here was the message: “This is Don and Sarah Smith [not their real names]. You were our financial advisor when we first started in the market. You are amazing. We would just love to touch base with you after all these years.” Adam had no idea who they were, but I certainly did. Don and Sarah were in their twenties when they stopped by our office in the local Sears store in Fairview Heights, IL. […]

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Pathfinder Office Hours

Announcing Pathfinder Office Hours – Fridays at 2pm Eastern

Something on your mind that you need to work out? Need a quick jumpstart on a new marketing idea?  Just looking for some motivation at the end of the week?  Introducing Pathfinder Office Hours – a completely free, open-ended conference call for financial advisors and financial planners with a focus on business development and practice management. Every Friday at 2pm Eastern at 865-297-4321.  Arrive the top of the hour or midway through – whatever works for you!

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