With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You’ll have more time to concentrate on building deeper client relationships, both existing and new.
AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze. The technology solutions they provide include: billing, performance reporting, held away account aggregation, data integration, and client web reporting.
Did you know that 97% of New Year’s Resolutions are forgotten by January 31st?
If you’ve found yourself a part of that statistic, as I have, read on for a longer-lasting concept to help you grow each year.
If you’re ready to kick the concept of a “resolution” to the curb and want something simple and different to keep you focused on your goals for the entire year, create a theme. This concept was designed by Thomas Leonard, CFP, who also founded the first coaching school, the one I attended in 1998.
Themes are uplifting and inspiring. Have you ever given a birthday party and asked people to bring gifts with a “garden” or “fishing” theme? I know someone who asked people to bring something they made themselves. What a wonderful way to actually get what you want at your party!
A theme will help you get what you want out of life, too. Themes can be a part of your support structure – the part that comes from the inside. When you create a theme for the year (or month, or quarter), you will automatically be pushed forward toward your goals as an investment advisor.
Write your theme on index cards and place them strategically around your office.
Incorporate your theme into your computer or laptop background.
Write articles on your theme’s subject for your blog and ezine readers.
A theme located on a mirror or on your dresser is a quick reminder of what you want to manifest.
Use your theme to help you make better decisions this year.
Do you like this concept? What do you do for the new year that has worked for you? Share your theme for 2016 below!
Not sure how to start brainstorming your theme? Maybe a more left-brained process will help get you going. For help with creating your Business Vision Statement, you can catch my >F.R.E.E. seminar. Hurry, space is limited to only 24 participants. >Register for this complimentary seminar and see how easy it can be to plan for your business and your life.
Maria Marsala helps advisors to advise more clients as they grow their firms in a more organized and efficient way. A former Wall Street retail trader and operations manager, Maria is the author of eight business growth and marketing workbooks. If you’re ready to experience relief as you identify new ways to manage the array of roles and responsibilities within your practice, sign up to get our Business Toolkit and receive updates and articles that will expand your mindset. Heat things up a bit! Start now at CoachMaria.com