Time and again we see the financial institutions who continually work with their advisors to build better businesses gain significant advantage over their competition. A clear, shared vision of where they are headed, as well as dedication to monitoring progress toward goals ensures that coaches and advisors can effectively work together to drive results.
Throughout 2017 we will focus on the tools and best practices that enable financial institutions to accelerate advisor growth. The first step is to align advisor goals with the right strategies.
Clarity and focus around advisor goals and a platform for monitoring incremental progress toward them are key components of sustained success. When you make these an inherent element of your daily, weekly and monthly business processes, your leadership team will gain better visibility on what is happening in the business. As a result, they will be poised to match resources to specific advisor goals and strategies which in turn will accelerate advisor success.
Our clients consistently tell us that practices participating in the Advisor Success initiative are growing at double the rate of practices that are not participating. It all boils down to having a platform in place that supports clarity, focus and optimized alignment of resources.
Join us each month for discussions on how to accelerate advisor success by leveraging the tools and resources you already have in place. Contact us to learn more.