Run Your Plan, Don’t Just Write It: The Business Plan You’ll Actually Execute
Most financial professionals don’t have a motivation problem. They have a traction problem. Because writing a plan and running a plan are two completely different experiences. One feels productive. The other creates results. And if we’re being honest, too many plans never make it off the “starting blocks.” Not because you’re not capable. Because the year starts fast… and the plan disappears. If you’ve ever looked up in March and thought, “How […]
Tips for a Successful First Client Meeting
Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making a lasting positive impression. The Key to a Successful Fact-Finding Meeting Fact-finders should cover qualitative […]
How to Become a Thought Leader in Your Industry
Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to build your thought leadership: Determine Where Your Expertise Lies A great thought leader knows their […]