focus on what's important Archives - Page 2 of 2

4 Tasks You Can Delegate to Grow Your Business

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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.

4 More Things That Could Get You Stuck in a Rut

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In a previous post we outlined four things that could get you stuck in a rut. Here are four more – along with some recommendations on how to get your business moving forward again.

1. Thinking you don’t need help

If you think you don’t need help in building your business, think again. Over time you will eventually work out how to do things on your own – but why waste time? With help you’ll get there far quicker.

As the ancient Chinese proverb says – if you want to know the road ahead, ask those coming back.

Why You Need to Be a Good Business Person to Succeed as a Financial Advisor

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A large percentage of financial advisors fail, not because they aren’t good at what they do, but because they lack the core competencies of running a business.

If you want to succeed in this profession, you need to become a business person.

Let’s look at what this entails.

Five Ways Tracking Can Improve Your Practice

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If you don’t set clear targets or measure your performance, you won’t know if your business is going in the right direction. So, set aside time to identify the areas that are key to your overall success – then take steps to track how you’re doing. Your tracked data will help you understand how to improve or change things for the better so you can progress towards your ultimate goals.

Here are five ways how tracking can help you improve your practice.

5 Ways to Improve Your Time Management – Starting Today

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Becoming an elite advisor has everything to do with making a commitment to doing the right activities. The difference between success and failure is down to what you do with your time.

As both a financial advisor and a business owner you need to focus on profit-generating activities. And you are not generating income unless you are sitting in front of clients, or talking with them on the phone. Refuse to let any other activities take precedence over appointments and prospecting.

Here are 5 ways to help you improve your time management skills.

5 Things Financial Advisors Should Do to Make the Most of This Holiday Season

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As the year draws to a close it’s the ideal time to reflect, regroup and make plans for the New Year. What went right and what went wrong? What things can you do to make sure your career is in great shape going into the next year?

Here are five ways to help you hit the ground running next year.

Focus on What’s Important

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If you want to reach the top of your profession as a financial advisor, you need to focus on the basics. Dedicate your time to prospecting, asking for commitments and managing client relationships. Success will only come your way if you think gathering assets rather than DOL rulings and falling fees. So stop getting distracted. If you want to build a successful business, focus on what’s important.

Here are six things to focus on, starting today.

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