Working with a financial advisor coach isn’t in addition to the “stuff” that you are either working on or the “stuff” that is working on you.
Financial advisor coaching will help all this “stuff” disappear so that you have time to work on the right stuff.
Your first step out of the “stuff” is to gain clarity and the One Page Business Plan can help you do that.
You say; “the One Page Business Plan could mean a lot of extra work!”
Based on the list below, you are already doing a lot of extra work!
The One Page Business Plan is the key to resolving the “stuff” once and for all.
- Administrative “busy work” that takes all your time
- Beating yourself up
- Clients don’t understand your business and what you do
- Cluttered desk and office
- Compliance problems
- Conflict and disputes with clients, partners, management, associates and staff
- Confidence
- Confusion and chaos
- Confusion with communication
- Disassociating from the truth
- Distractions
- Doing too many favors
- Duplication of effort
- Failure to ask for referrals
- Failing to do your client segmentation
- Failing to prospect
- Fear of failing
- Fear of rejection
- Interruptions
- Getting appointments
- Going over the same to-do’s over and over again in your mind
- Feeling unfulfilled
- Inconsistent customer service
- Lack of ability
- Lack of experience
- Lack of focus
- Lack of follow through
- Lack of motivation
- Lack of satisfaction
- Lack of vision
- Living up to expectations
- Loss of motivation
- Lost sales
- Micro managing
- Negative beliefs
- Not delegating, doing it all by yourself
- Not enough money coming in
- Not showing up at all
- Obtaining new clients with a drive to want to work with a financial advisor
- Operating without a budget cash flow document
- Operating without a business plan
- Operating without a time management plan
- Other’s opinions
- Overwhelm
- Procrastination
- Questioning if you are in the right profession
- Second guessing
- Selling too many products
- Showing up late
- Spinning your wheels
- Too many small clients and small products
- Too much to do
- Unmotivated employees
- Wondering what you are missing
- Working a demographic versus a niche
- Working with unqualified clients
- Worrying about the economy
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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