Glenn Mattson

All of your advice, guidance, and direction falls on deaf ears. It becomes difficult to stay motivated knowing your team isn’t really absorbing the information—the really important information—you are conveying.

As a leader, it’s critical to evaluate your current team to ensure they can help in executing the organization’s plan. I encourage my clients to begin by reviewing their annual strategic plan.

Happy New Year! With the start of a new decade, have you taken the time to consider what you want to accomplish over the next ten years or just in 2020?

Are you a member of the 1% club? You know, those people who are successful goal-setters, who declare to make changes or execute tasks — and actually do.

Most financial advisors focus on implementing strategies around next generation or successful exits, yet the majority don’t have a succession plan for their own business. Despite not having a plan in place, most advisors recognize the pitfalls of not having one.

It’s Q4 and crunch time for all Financial Advisors. Time to close all of the cases in your pending files. To refresh your memory, I use the term “pending files” to refer to the process of accounting for business in process as already sold. 

Despite the importance of recruiting, for almost all firms, any activity associated with recruiting gets pushed to the bottom of the priority list. Closing new business or courting prospects always takes precedence.

Here’s the thing, by counting on prospects who have not fully committed, they are still just prospects, and the business can’t be relied upon. More often than not, the Advisor merely is avoiding asking for the business or going for no.

It’s that time of year, we’re almost at Q4, with four months left to either make it, fall short, or crush it. How would you describe where you are in your business? Are you panicked or super excited? If the numbers show you are going to fall short — this article is for you.

Too many leaders don’t know what they don’t know about the obstacles they face and sadly most are not interested in finding out. Entrepreneurs who create a “lifestyle practice” or a true business, Blind Spots occur to all. No matter what stage your business is in, you can be starting in the business or are in the top 1% of the entire enterprise, Blind Spots are ever so present.