“35% of Canadian Advisors are still operating without a written business plan.”

Yesterday’s writing went extremely well completing nearly all of the following New Web Pages;

– Values & Behaviors Assessments & Assessment Debriefing Introductory Articles & Offer
– Platinum & Gold Coaching Offers
– Revised Web Site Links

I hope to get them published by the time we send out the June 1st E-Newsletter.

***

To take a break from writing, I was doing some research and was reading The Advisor’s Guide to Building Business – Volume 3 Published by TD Mutual Funds.

The guide states that “35% of Canadian Advisors are still operating without a written business plan.”

If this is true then the following would also stand to reason –

– Operating without a vision or business plan
– Fearing change
– Having to get pumped up to sell
– Working without the necessary staff
– Selling too many products
– Overselling
– Making too many promises that they fail to deliver on
– Doing too many favors
– Feeling unacknowledged for the work that they are doing
– Having conflict with management, staff and clients
– Keep hiring the wrong people
– Having poor customer service
– Failing to create strategic alliances
– Failing to ask for referrals
– Having no succession plan