Do You Have Conflict Between Urgent Vs. Important?

The conflict between urgent vs important projects always exists.

Most financial advisors have little problem identifying critical tasks & near-term projects.

On the other side of the coin, many financial advisors have problems identifying longer term strategic projects so that they and their businesses will not be in the same place 3 – 5 years from now.

Hence this comment from a learned and well respected financial advisor association leader, speaker and thought leader; “most advisors are addicted to selling and they will not take the time to build a business”.

Even if a financial advisor can block out the time and the environment to write their vision and business plan, there is one more learned skill to master and that is the prioritization & calendaring of strategic projects.

The One Page Business Plan includes a Planning Wheel as a visual tool that helps financial advisors visualize their key projects over the entire year.

What is the benefit?

My example from my past before I started using the One Page Business Plan is I would create short term tactics and long term strategies and somehow wind up working on bits and pieces of all of them at the same time.

The One Page Business Plan and Planning Wheel keeps me focused on the current project at hand.