This is the time of year when those advisers and planners who are serious about their success, traditionally start to map out their goals for the year to come. Some develop a written plan, because they want to be successful ‘on purpose’ rather than relying on the two most common planning strategies… ‘luck’ and ‘hope’.
However, in our experience, these individuals are in the minority. Most advisers rinse and repeat what they did last year, which is fine if you had your best year ever and achieved all the goals you set for your business. If you didn’t, however, maybe it’s time for a new approach.
So… what is your plan for 2017? That isn’t a rhetorical question. What’s the answer? What’s your plan?
Maybe you have plateaued as a business and want to find a way to take your business to the next level?
Perhaps you want to attract greater numbers of ideal clients?
Are you looking to make 2017 the year when you finally crack the formula for working with other professionals?
You might be looking to enhance your proposition by introducing and integrating cashflow planning into your proposition?
Have your client reviews become a bit predictable, boring and of questionable value to your clients?
Do you simply want to deliver a much more compelling and valuable client experience?
Is it just time to up your game?
Or have you decided to hang up your boots, sell your business and ride off into the sunset?
Whatever your goals, ‘luck and ‘hope won’t be of any help. Having a plan will! And that’s where we can help!
If you are focusing on any of these issues in 2017, we have the experience, expertise and a track record of helping our clients to address them. We are offering a special 20% discount on our consulting fees to advisers and planners who engage our services to help them address any of the above challenges between now and the end of the year (even if the consulting session doesn’t take place until early 2017).
However, that discount will only apply to the first 5 firms to engage our services so you’ll need to be quick.
So, if you are looking for (or just thinking about looking for) help with planning for a successful and profitable future, don’t miss out. Get in touch now, for a free initial chat about the issues you want to address in 2017and to see how we can help.