Making a good name for yourself and your agency is a top priority for most financial advisors. Whether it’s bringing in new business or maintaining relationships with long-time clients, the quality of your service and the substance of your relationships is of the utmost importance. As someone who works at an online brokerage agency and gets all of my business online, I’ve spent a lot of time reflecting on how important it is to focus on cultivating a good reputation and meaningful client … [Read more...]
3 Strategies for a Great 2017 and Beyond
Before we get to the 3 Strategies, let’s start with a simple formula you can use for any aspect of your business. Nothing magic here; simple and effective: Vision > Strategies > Tactics. Unfortunately, most professionals and business owners go straight to the tactics. They have a great idea and implement without much regard for the overall vision and strategy. While the idea might be sound, the results will be limited. For the purposes of this article, let’s use this vision: In 2017 I … [Read more...]