Business Strategy
Insights for Financial Advisors on The strategic thought process, planning, and company policies that drive all other areas of business operations such as: Business Strategy, Vision, Company Culture, Job Descriptions, Wage/Commission Strategies, Policies, Benefits, Systems Strategy, Financial Reports, and Growth Strategies.
January 21, 2020
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Especially in the financial services industry, we hear many leaders express concern about micro-managing their team. As we all know, micro-managing is not an effective management technique. It can lead to low morale and rarely gets the results that you desire. However, we often see that when a leader is...
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January 7, 2020
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You’ve got your goals for the year in front of you. You’re motivated and ready to take your business to the next level. What’s your next step? Are you set up to succeed? There’s a simple and easy exercise that you can complete, right now, that will allow you to...
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November 5, 2019
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People make mistakes. We all know this. We understand that mistakes happen, yet what does your agency do to protect against it? We like to promote the usefulness of systems. They help to create consistency not just for your clients, but also for your employees and yourself. They are designed...
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March 5, 2019
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Do you have an entrepreneur mindset? In its simplest form, you - the financial services professional - are an entrepreneur. You took the risk to own your own business, answer to limited authority and make your own decisions. Not to rely on a paycheck, but to be paid for the...
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December 4, 2018
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The power of your WHY drives all your decisions. It is the heart, soul, desire and passion you have to achieve something through your business and life. Your WHY provides the inspiration to take action to realize results.
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November 20, 2018
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At the beginning of this year we talked about how lead generation can be a silent killer in your business. This is a reminder.
We know it's a busy time. You're still trying to reach goals for this year. And, as a business owner, you have end of the year items to wrap up. Of course, there's also a need for personal time with family and friends for the holidays.
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June 5, 2018
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It happens over and over again; when a financial services professional adds an employee to their business, it creates growth and increases revenue in more ways than they initially thought. So then, why do so many financial services professionals delay in hiring? It boils down to three barriers: not enough time, too much money, and it's hard to find the right people. Overcoming these barriers requires a combination of seeing beyond them and having a strategy to leverage good people to achieve the desired results.
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February 20, 2018
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| Client reviews take place, at some level, in most financial services businesses. They have become ingrained in the industry as something your business must do to fulfill your promise to clients, to meet fiduciary obligations, and to increase sales. Yet, as we talk with hundreds of financial service professionals what we noticed is that though reviews are accepted as a necessary element, many financial services professionals don't have a well-designed review process to ensure that reviews are successful sales tools. |
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January 16, 2018
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| There's no secret that lead generation is a vital part of any financial services business. Yet, it can easily be a silent killer. Why? Because often there's no automatic alert to tell you when lead generation is slipping. |
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January 2, 2018
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Would you rather your clients start over with their financial planning each calendar year?
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Would you rather they sit down with you and DESIGN a lifelong plan?
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