We have observed that financial advisors who are focused on building their business plans each year tend to begin the planning process early.
For some, this means spending the months of October and November completing preliminary planning stages, e.g. analyzing the internal and external environments, gathering input from the entire team, organizing a business planning off-site, etc.
As part of your business planning process for the coming year, here are two additional themes that might interest you and your team…and be worthy of further exploration:
Play to Your Strengths
By playing to your strengths you accentuate the positive, not the negative. Here are a number of helpful resources to that help you identify and accentuate your strongest areas, for you and your team:
Follow Your Passion
Following your passion is a short and snappy cliché, yet accomplishing this in a sustainable manner is trickier than it might seem:
In the coming weeks, we’ll have more posts that support the business planning process. We trust that you found today’s account interesting and informative.