[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their bus
[As an advisor or asset manager, getting your story heard and building awareness for your unique brand and differentiated services is a major challenge in today’s noisy, crowded, multimodal financial marketplace.
[Many strategic business and military leaders have characterized our current reality as a VUCA world – a business and social environment driven by Volatility, Uncertainty, Complexity, and Ambiguity.
[Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape.
[Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.
[There has been a growing belief in the advisor and asset management communities that buy-and-hold as an investment strategy is not always the best mindset to deploy.
“Essentially, financial advisors – rookies and seasoned veterans alike – are looking for proven strategies to get the most growth out of their businesses as possible and they usually want that growth now!”- p.V
[In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose.
[Financial advisors’ greatest value proposition and sincerest gift that they offer their clients is in providing genuine advice, guidance, and leadership.
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