Making a New Year’s Resolution? How About Turning Your Business Around in 30 Days
If you’re wearing yourself out trying to do it all, make changes today that will improve your life and business.
It seems
like many people only think about making major changes as they approach a new
year. They spend time reassessing
where they are in life, how far they’ve come, and where they want to be. Whether it’s personal or business goals,
changes are good for us to make. They
allow us to grow, become better people, and add value to the service we bring
to others.
So, why wait for once a year to think about how to improve your life and business? Wouldn’t it serve a person better to schedule time throughout the year to consider ways to improve?
Many people, myself included, started on the path to being a financial advisor right out of college with the purpose of helping people reach their goals as well as accomplishing personal ambitions. Then somewhere along the way, things get overwhelming and downright impossible to keep up with. For me it wasn’t New Year’s, it was July 1999. I had to make drastic changes because I couldn’t keep up and was burning out! Maybe you can relate to that feeling.
If you’re a financial advisor, here are some indicators that you might need to change how you’re doing business:
- Is it hard for you to delegate any of your client services to a support person?
- Are you caring for more clients than you can personally meet with every year?
- Are you working outlandish hours that are robbing you of time with your family and activities that are important to you?
- Are you offering “thin” services, rather than full comprehensive financial services that cover all of your clients’ needs?
- Have you lost track of your original goal to help people and are now more concerned about your bottom line?
- What’s keeping you in this line of business?
If you’re wearing yourself out running a one-man or one-woman show, may I suggest that now’s a good time to implement changes that will really make a difference to your business and your life?
While it took me 10 years to put together the systems and processes required to run a highly organized comprehensive financial services practice, you can do the greatest share of creating your own in 30 days.
That’s right, you can be well on your way to creating a comprehensive financial service organization in 30 days if you put your mind to following the processes in The Trusted Advisor Toolkit. Check out this case study and see how a regular person like Kate Wilson did it.
