Industry experts agree that the key foundational pieces for a successful business are:
- Values
- Vision, Purpose, Mission
- Money Management Plan
- Time Management Plan
- 90-day Goals
- Action Steps
- Project Management System
Most people, financial advisors included, don’t understand the importance of their values. Values are the DNA of the vision and the vision is the DNA of the business plan, all of which helps the financial advisor become a Leading Advisor in the industry. Without values, the entire plan will be misguided. An even greater challenge occurs when Unmet Needs dominate your values and create negative emotions and beliefs.
The problem with most personal and professional development programs is they present these steps in the wrong order. Worse, they don’t address Unmet Needs at all. That is the missing link.
This article was originally published in Curing The Unmet Needs Disease © Simon Reilly 2008
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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