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.
In the financial services industry, it’s not unusual for teams to have very loosely defined roles. Most team members wear multiple hats and end up taking on tasks because they are good at them or simply because they need to get done. As the agency grows, there is often confusion...
It’s always interesting that the world of sports is studied often to learn how to improve businesses. What makes it so interesting is that in sports a lot of time is spent practicing for the big games. Football is a great example. Typically, there is one game a week and...
It’s a New Year and in the financial services industry this is often when many agencies take a deep breath. The last two months of the year can be hectic with year-end pushes to meet goals, holidays, and time off. Each New Year is an opportunity to reset goals and...
As 2021 wraps up and we look forward to next year, it is a great time to review some of our favorite Insights we shared this year. Whether your agency strategy for 2022 consists of major changes or minor adjustments, we hope these ideas spark inspiration that will lead your...
If you want to build a business that provides you dependable results take some advice from the pros. In this case, we mean the Golf Pros. If you want to improve your golf fame the pros will tell you that following through with your swing is critical. The key is...
When we talk to Financial Services professionals one area of pain that we hear about is managing tasks that need to be followed up with after a client or prospect meeting. There are follow-up tasks that the agent needs to do, tasks that the client or prospect has committed to...
Owners in the financial services industry spend a lot of their time developing and improving skills that allow customers to be comfortable with them. Your sales skills, and even natural abilities, might include knowing how to mirror a prospect, how to match their tone, and overall, how to make them...
We’re near the end of a year that no one expected. There have been many surprises, but what has remained steady are the needs of your business. Regardless of what takes place around you, your agency has a need to manage time, develop high performing teams and increase sales. The...
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...
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...
