What's Keeping You From Your "Perfect" Practice?
6) I haven’t decided what my practice should look like.
You haven’t decided what you want for yourself and your business. You need to ask:
- Who you are?
- What values are most important to you?
- What do you want to achieve?
- What is your purpose?
Solution:
Our experience is that your first decision is to define what success means to you. Do you want a million dollar practice or a “Lifestyle” practice? The roadmaps will be different. Success varies and each advisor’s success is a function of their definition of what success means to them. So that first decision, your goal, is yours and we can help you through that decision.
We will consider your vision and mission, your values and desires and how you and your family want to live your lives. Your clients and the types of clients will also affect your decision and be part of your consideration. Who are they and what do they want and expect from a financial advisor?
We help our clients work through these questions and issues including where are you now and where do you want to be and when do you want to be there? This will allow you to put your plan in place and outline the short, medium and long-term actions that can get you to where you want to go.
Our experience is that your first decision is to define what success means to you. Do you want a million dollar practice or a “Lifestyle” practice? The roadmaps will be different. Success varies and each advisor’s success is a function of their definition of what success means to them. So that first decision, your goal, is yours and we can help you through that decision.
We will consider your vision and mission, your values and desires and how you and your family want to live your lives. Your clients and the types of clients will also affect your decision and be part of your consideration. Who are they and what do they want and expect from a financial advisor?
We help our clients work through these questions and issues including where are you now and where do you want to be and when do you want to be there? This will allow you to put your plan in place and outline the short, medium and long-term actions that can get you to where you want to go.
If you are wondering what steps to take to grow your business, and what approaches and processes we have designed, I can help you take the next steps to get to the next level.