11 Must-Have First-Year Financial Advisor Goals

11 Must-Have First-Year Financial Advisor Goals

It’s tough making it through your first year in the financial advisor business. It’s going to be even tougher without some specific goals to give you focus. If you set goals though, you’ll have some framework for deciding how to manage your time and money.

Your first=year financial advisor goals should be as specific as possible – so you know when you’ve achieved them. And write them down: People who write down their goals are 33% more successful at attaining them than people who keep their goals in their heads.

Here are some of the most important objectives for your first year as a financial advisor.

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4 Tasks You Can Delegate to Grow Your Business

4 Tasks You Can Delegate to Grow Your Business

To grow your business, you need to focus on what’s important and this generally means prospecting and meeting with clients. There will be a host of routine tasks that don’t require your continual, personal, input. Hopefully, you work with an assistant.

Identify your non-revenue generating activities – as well as activities that lie outside your core competencies – and delegate them. In this post we’ll look at 4 tasks you can and should be outsourcing – leaving you free to take on key areas of your business.

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