When One Person In The Business Family Changes, They All Change

I’m working with more and more business families in professional financial services.

Looking at the bigger picture, professional financial services families can range anywhere from the insurance/investment company to the broker/dealer to the financial advisor and their family successors.

Whether it is any of the above mentioned businesses or business family members, here’s what I hear when I ask; What are the 3 biggest improvements that need to be made in the business?

• They are not doing it right
• They are not good enough
• They are not ready
• They don’t do what they say they are going to do
• They don’t listen
• They don’t walk their talk

 There is no They, there is only I.

Don’t ask anyone to do anything that you are not willing to do yourself.