You wear many hats as a financial advisor. You are responsible for helping clients assess and accomplish their financial goals, you hire and retain talented individuals that assist you with your practice, you manage accounts receivable and accounts payable, and let’s not forget, you are the Chief Marketing Officer.
Many advisors get caught up in the thick of things and lose sight of what’s most important to their success. Don’t feel guilty, because I’m sure you are busy every day helping clients meet their goals. However, there is a difference between being busy and being productive.
Productive business owners delegate as much as they can to competent employees or outsource partners. You should always be looking for partners who can help you grow and retain your business. These partners have the tools and techniques to help you spend more time doing what you do best — assisting clients and meeting more qualified prospects.