/ by David Hubbard / Best Practices / 0 comments
Why isn’t my business growing like I want it to? Why has my business plateaued? Why am I working so many hours but not growing my firm? These are several of the questions that I get from some of the financial advisors that I have coached. These advisors have become frustrated that their businesses aren’t succeeding as they want. Although they have been in the business for more than 5 years and have achieved some success, they still want to grow.
When I hear these questions, or comments, I begin to do some probing.
I become very curious as to how these advisors spend their time. I am specifically looking to determine what these advisors do on a daily basis.
Read more
It’s All about Your MVA
/ by David Hubbard / Best Practices / 0 comments
Why isn’t my business growing like I want it to? Why has my business plateaued? Why am I working so many hours but not growing my firm? These are several of the questions that I get from some of the financial advisors that I have coached. These advisors have become frustrated that their businesses aren’t succeeding as they want. Although they have been in the business for more than 5 years and have achieved some success, they still want to grow.
When I hear these questions, or comments, I begin to do some probing.
I become very curious as to how these advisors spend their time. I am specifically looking to determine what these advisors do on a daily basis.
Read more