The Total Business Review

The Total Business Review

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At the outset of any planning initiative it’s imperative to get a clear understanding of where you want to go, and where exactly you are today (the brutal facts). Most people have some ideas on where they want to go, however the difficulty seems to be facing the reality of their present situation, and determining the sequence of actions necessary to accomplish the journey.

If we begin with the question; what do we want the outcome to be, what do you want your business to look like in three years? And, once the three year goals are somewhat clear, where do you need to be at the end of year two, and year one?

Then if you go back to the brutal facts question; what does my business look like today, you’ll come face to face with the differences between your current present, and your desired future.

So let’s get some numbers on paper, so we can start the process.  Read More

Unlimited Prospects

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portf12Many financial advisers believe that they don’t have enough prospects. They devise all manner of schemes to identify new ones including mailings, seminars, and the old favorite, cold calling. While these techniques do work in varying degrees and some people become quite proficient in their chosen method, they are missing out on an obvious, yet much over looked opportunity. I should also mention that the aforementioned methods are inconsistent in producing prospects that fit the desired client profile of the financial adviser.
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How much vacation time should you take each year?

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portf18While needs vary from person to person, my experience is that most financial advisors should take four or more weeks per year – preferably at least one week a quarter. The reason? You need it for your health and your business!

Studies have shown that financial advisors have one of the most highly pressured jobs in the U.S. Much of what you do involves salesmanship, with its attendant successes, anxiety – producing rejections and worries about where your next sale will come from. 

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