Ready, Aim, Succeed
As we approach the new year, it is time for introspection and disciplined goal setting. I have always been a believer in setting goals that lead to a balanced life, including personal and business priorities. Our goals should stretch us, but not overwhelm us. By aiming for incremental improvements in our life we will enjoy the invigoration of accomplishment. For financial advisors, two primary goals relate to client growth and retention. I would like to recommend two goals for each of you for next year:
- Increase the number of qualified prospects you meet with (Growth)
- Strive to make sure that each valued client is completely satisfied (Retention)
Speak to your marketing partners, managers, mentors, clients, and others to inspire you with the best business practices that you can implement. Believe me, it is well worth the effort!