Clients want to have a solid basis for trusting you; they want to know what you stand for. Start with what you believe. Then briefly explain why you believe it and how it impacts what you do.
Tag Archives | business planning
Get Some Perspective
For financial advisors and financial planners working through the day-to-day in the “new normal” after COVID, gaining a fresh perspective can provide new motivation and opportunities to improve.
In Praise of the Ideal Client
Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?
Stay on Target
Here are five tips for financial advisors and financial planners to make sure you achieve your 2021 goals:
More Than a Wish
While sketching grand plans for the future can be fun and inspiring, many financial advisors and financial planners struggle to create goals that actually lead to success. Here are five practical tips for your 2021 goals.
Where Are You?
We recommend financial advisors and financial planners assess their practices in three areas: Client Experience, Support Structure, and Growth.
Time for a Clean Slate
Whenever we begin working with a new financial advisor client, one of the first questions we ask is: “Knowing what you know now, if you could wipe the slate clean and start over again with a brand new practice, what would it look like?”
More than Enough or Never Enough?
Here are three strategies to shift from a scarcity mindset to one of abundance.
2020 Hindsight
Financial advisors and planners can use the lessons from 2020 to be much better prepared for 2021.
Your 2020 Relaunch Action Plan
Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan.