How To Determine Your Priorities for 2016 and Get Yourself On The Fast-Track To More Success.

Your firm is doing reasonably well.  It’s got clients and your revenue is doing better than it was a few years back.  You want to be doing much better but you're burnt out.

You want to simplify business, advise more, and live a better life.  But when it comes to your own  businesses, we all have blind spots.

One of the most difficult tasks is to look at your business objectively.  What’s working? What’s not working?  What gets a hurrah and what are your weaknesses?  What needs to be tweaked, improved, or created.

Elevating Your Business is committed to help financial advisors, like you, compete with the big firms and robo-advisors and rise to the next level. Like your car, your firm needs regular check-ups to make sure it’s running like a well-oiled machine.  We’re going to provide you with 3 important tools needed to grow a firm.

  • Business CheckUp: Assess where you’re at. Question to answer: Where does my business stand now? What deserves a hurrah? What should I spend my time on this year?
  • Business Vision Workshop: attend a (free) class on visions and develop your firm's 12-month vision. Questions to answer: What are you building? What do you want to be celebrating a year from now?
  • Target Marketing Assessment: Discern and determine a target market where your marketing dollars and time will be spent. Questions to answer: Who are the clients you can help the most? What's the best niche for our firm to work with?

Do business differently this year.  Only after doing some pre-planning work should you even consider growing your business in the upcoming year.

And remember…. too many firms depend on their owners to make sales AND run the show.  If your firm only revolves around you, it won’t be valuable to a buyer when you want to move on or retire.

It’s time to grow your firm let us show you how.  Take our assessments and attend our free Vision class this month.

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It's important to remember that each person's success depends on their background, dedication, desire, motivation, and actions taken. As with any business endeavor, there is no certain guarantee that you will earn any money by following the techniques discussed. By entering your email address you are also requesting and agreeing to subscribe to our free newsletter and can unsubscribe anytime.

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