Industry demands and client expectations are ever-increasing, yet the same 24 hours remain available to us each day. Do you know where your time is being spent? Utilizing our FIND-GRIND-MIND™ model, let’s examine how time is allocated in a business.
We see many advisors hire new people or partner up with someone in order to alleviate the stress of being stretched so thin that they are unable to serve their clients. In our years of consulting experience, we’ve seen many teams who still cannot achieve their goals and who add on more stress by now having to deal with people management challenges. So, many don’t create the synergy they so desire, and in reality they only confirm that misery loves company. If this sounds familiar and you want to stop the chaos, you need to clean house. You need to renovate your business, hone in on what you really do well and have a passion for, and eliminate any business that doesn’t fit. Then and only then can you build the team of your dreams – one that you are proud to be a leader of and that fulfills your personal and professional goals.
Looking in the mirror is something some people enjoy while others avoid it at all costs! Both perception and perspective can play vital roles as we look into the glass from varying angles. Some only see what they want to see; some only do self-reflection and avoid asking others their perspective. For some, looking in the mirror involves going beyond the surface and outward appearance and actually examining the inside, as well. Consider the importance of the varying mirrors when driving. On the journey to seeking our desired success and creating and developing a high-performance team and business, we need to proactively look in the rear view mirror and the side mirrors, as well as look straight ahead through the front windshield.
In our last newsletter, “Does Your Team Have What It Takes to Work?”, we provided a simple model for building a results-driven team. This month’s newsletter is about the importance of surrounding yourself with the best people.
Many of us are excited that the calendar pages are changing so that we can say goodbye to the winter blues and welcome in invigorating spring. Sarah has just delivered three impactful sessions for top producers: Beyond the Basics: Using Your Team to Better Serve Your Clients, Teaming: From Thought to Action, and Succession Planning: Take Action Now, No Matter Where You Are in Your Career. Krista just returned from the Million Dollar Consulting Convention where she gained great insight from the best of the best professional consultants. She will apply this insight to her work with leaders and top producers and share it with you in upcoming newsletters. What professional development programs are you attending to expand your craft and leadership abilities?
As a Financial Professional reading this newsletter, take some time to reflect on your business. Do you make it effortless for your clients to do business with you? Do you really deliver on an ultimate client experience? Are you and your team equipped to solve service issues if they occur? If you aren’t addressing these questions, then you are purposefully ignoring a key aspect of your brand.
Happy 2015! For our first newsletter of the year, we offer you insight on Developing Efficiency and Effectiveness in Your Business so that you can maximize your performance.
Happy December! The final days of 2014 are upon us. Please be sure to spend this time reviewing the year, being present to enjoy the many “gifts” that the holidays bring, and looking toward building a stronger future. The energy that you put into this time of year will reap rewards for the upcoming year, so we encourage you to spend it wisely. This newsletter will help you focus on some critical questions that you should be asking yourself regarding your practice. Enjoy!
In this month’s newsletter, Investing Time in Practice Management Impacts Today and Your Future, we remind you to stop procrastinating and start working ON the business to reap exponential results.
In this month’s newsletter, Expanding Your Opportunities: Developing Multi-generational Relationships, we remind you to constantly focus on organic growth opportunities by building more in-depth relationships. So often we work with advisors who have not yet fully capitalized on the “low hanging fruit” in their practice, which ultimately leaves their future profitability and business value insecure.