Here is a copy of a financial advisor’s completed Balanced Business Barometer showing their results in the following seven areas of business:
• Strategic Planning
• Financial Modeling
• Client Management
• Sales & Marketing
• Staff & Team
• Thought Leadership
• Time Management
The Balanced Business Barometer is offered to show you your business strengths and areas to strengthen.
While this financial advisor scores strong in Client Management and Thought Leadership, I suspect that too much time is going into over-analyzing their work and over-servicing clients, some of whom may not be as qualified as they could be. The result: the resources are not available to build a sustainable business.
Click here to take your Balanced Business Barometer.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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