Niche-Business Year Resolution

Key Takeaways

  • Chances are your best clients have several traits in common based on profession, affiliation and reading/viewing preferences.
  • Client and thought-leader interviews build your expertise on the current challenges, growth prospects and state of affairs in a given industry.
  • Authoring an e-book about your niche gives you tremendous credibility and the chance to give back to those who take the time to be interviewed by you.

    *** Our next Authoring a Book in 90 Days workshop is October 22.

Playing the Vision Game

Key Takeaways

  • A great WHY attracts the right people, resources, money, clients and new capabilities to your firm.
  • A clear vision for the future helps you continue to grow, attract the right talent and resources, and deliver more value to your clients.
  • Do you really know why you’re in business and what motivates you to get out of bed every day?

Get Miserable or Get Out

Key Takeaways

  • Like great artists and writers, top wealth advisors go through the misery of creating something new on a regular basis.
  • Four keys to “productive misery” are having a long-term view, being 100 percent client-focused, being patient and having a clear vision.
  • To create true value for clients, you need to be a leader, not a follower, and one who isn’t concerned about what other providers are doing.

Stay in Motion

Key Takeaways

  • To make progress, you need to keep showing up every day and staying in motion.
  • Don’t worry about going off track. Just don’t be afraid to fail early, fail often and fail forward. That’s the only way you learn.
  • Progress is that sweet spot between perfection and procrastination.
  • Mind Maps are a visualization tool that can help you and your clients see their complex financial situations more clearly.