Get three essential business tools

Get 3 no-cost essential business tools to start the move from having your business run your life by default to you running it by design!

The two assessments fall under the first important step of any client aquisition system — Reflection (ergo: Assessing Where You Are Right Now).

The webinar falls under the step of — Exploring (as in actively looking at the possibilities for next year, your exit and somewhere in between).

These no-cost assessments continue to be available to you and (hopefully) will become a part of your firm’s yearly “business planning week”, too.

They give you, the owner, access to these essential foundational business growth tools that help you look at your business from a proactive “birds eye view” instead of the emotional, reactive place owners (yes all of us) often come from. (We call this doing business by default instead of design)

Don’t delay. Do them today!

For even more insights and different perspectives, ask your team members to do them. too.




Business Check Up: Quickly take a snapshot of all the areas of your firm and where you stand. Helps you answer the question “What should I spend my time on this now?” A $149 value. Download

Business Vision Workshop: Free class helps you set better priorities and design a 2 sentence vision statement for your firm. Looks at the question “What do I want to be celebrating a year from now?” A $47 value. Sign up here:

Target Marketing Assessment: Before determining where your time and dollars will be spent marketing, comes managing your firm’s niche. Questions to answer: Who are the clients you can help the most? What’s the best niche for our firm to work with? A 149 value. Download

Upwards and onwards,

Your Coach Maria

P.S. Do you know others who could benefit from being a member of the Elevating Your Business Family…. send them to where they can get their very own weekly business tips newsletter delivered to their inbox, downloads, invites to special events and templates from time to time.

Financial Industry — In the Beginning Quiz

There had to be a different way to start a practice management workshop for financial advisors, I thought to myself.

Then I picked up the book I was reading, a book that was recommended by Warren Buffet and Bill Gates — “Business Adventures: Twelve Classic Tales from the World of Wall Street”.

And right there was the answer.

Enjoying US history as I do, I decided to compile a list of questions I can pick and choose from and have my audience answer.

I thought that others might enjoy answering these questions, and created a quiz about the beginnings of the industry I grew up in, have enjoyed thoroughly, continue to participate in, and have enjoyed watching morph in the past 40+ years.

Here it is! How many questions can you answer without “googling”?

Systems Create Space To Grow

Routines make life easier and more predictable. Creating routines in your business do that and so much more. Below are some benefits advisors gain when they create systems within their business.

  1. Keeps you on track to reach your business goals.
  2. Measures your successes or look for ways to improve.
  3. Shows you where you’re leaking profit!
  4. Enables you to be more productive and get more work done without distraction or if there is a distraction to more quickly refocus!
  5. Helps your team to define their roles and set better goals and priorities.
  6. Catch work that is falling through the cracks.
  7. Enables you to maintain growth.
  8. Improves the value of your firm.
  9. Substantially saves new employee training time.
  10. Creates a fun atmosphere for your team, colleagues and of course, your clients.
  11. Attracts more clients with consistent marketing messages.
  12. Allows the consultants you hire to get their work done more efficiently.
  13. Allows an owner to build a business that easily operates without you!

Systems become habit and gives your staff time to do other work. When you create a new system give it a 2-3 word name as that will help make it more memorable.

(c) 2016 Elevating Your Business.

Podcast: Your Game Plan To Hire The Right Team

Maria shares her easy way to simplify your strategic planning process. Learn how to create the start of a successful hiring process on this JenningsWire Podcasts.

Your Game Plan To Hire The Right Team

◾What should your business game plan look like?
◾Where do business owners make their biggest mistake in hiring?
◾How does a hiring plan work when it comes to “teams”?
◾What is it that you need before doing any planning, marketing or hiring?
◾What else would you like to tell our listeners?

It’s a little more than 9 minutes long but high in content! Listen here

JenningsWire is created By Annie Jennings PR, National Publicist. Annie has also worked in the financial industry and works with financial advisors today.

JenningsWire is created By Annie Jennings PR, National Publicist.

32 Signs of Burnout in Advisors

burnouthelp13077350_mlAccording to the Oxford University Press, burnout is the physical or mental collapse caused by overwork or stress.

Burnout often creeps into our lives, a little at a time. One symptom on top of another and the next thing you know, you’re using words like “overwhelmed”, “exhausted”, and “burnt out” to describe how you feel.

There may also be a hidden societal issue at play; this has to do with your line of work. It is well known that social workers, nursing assistants and nonprofit managers are overworked and underpaid—and burn out as a result.

Many people think that because advisors (traders, CPAs, financial executives, etc.) earn an excellent living, they shouldn’t get burned out, overwhelmed, or continually frustrated. We all know there is no truth to this belief, but the thought may keep you from even considering burnout as a cause for your distress.

Here’s what I learned from being there and getting back (a few times).

1) As long as you help other people live better lives—and worry about the people you help—it’s possible you’ll find yourself feeling tired, and then may move to frustrated, overwhelmed, burnt out and possibly end up depressed.

2) The amount of money you make has -0- to do with these feelings.

3) If you don’t set boundaries, have a plan, and get help in your business, you may find yourself burned out.

4) Often, the only people who will know you’re burnt out are the people who love you. Listen to them.

5) Some of us love what we do so much we can do it 24-7. For me, that means I have to SCHEDULE fun, plan time to spend with family and friends, block out free days. This also means making sure I get enough sleep and eat healthy meals.

6) Creating systems, where they are needed, is a very helpful thing to do.

7) Know yourself and take care of yourself however is best for you.

I’m not a therapist (I’m a coach), but my own experience is that left unchecked, burnout often leads to depression. In fact, many of the “signs” below are also signs of depression and anxiety.

Learn the signs of burnout and catch it in its tracks. If you have an inkling that you’re depressed, please go directly to a doctor or therapist. There is hope and many different forms of help for those of us who deal with or live with depression.

1. Low motivation energy, even for things that used to get you excited.
2. High level of stress or anxiety.
3. Lost feeling of enjoyment from people, places and things you used to enjoy.
4. Lack of engagement in life.
5. You’re a lifelong learner who can’t remember the last time you learned something new.
6. You describe yourself as a workaholic.
7. You don’t remember the last time you spent a day playing.
8. You’re questioning being part of the profession you used to love.
9. Irritation, impatience, resentment or anger are often near the surface.
10. Not getting enough sleep or changes in sleep patterns.
11. No time or little time for yourself, friends, and family.
12. You’re always in a hurry because your time is very limited.
13. You hate walking into your office.
14. Difficulty concentrating or having fuzzy thinking.
15. You’ve taken on new habits that you know are unhealthy.
16. Energy drinks and caffeine have become your best friends.
17. Not feeling good about things you used to feel good about.
18. Can’t remember the last time you went out to eat dinner.
19. You always have too much to do.
20. You’re moody and have become cynical.
21. You don’t have a life after work.
22. You’re sick a lot.
23. You neglect preventative health maintenance.
24. You’ve turned green!
25. Constantly changing your mind or aren’t able to make decisions that stick.
26. Self-criticism has run rampant.
27. You’ve had a major weight loss or gain.
28. Feeling helpless, often, for no reason.
29. You’re working longer and longer, never catch up and feel guilty about it.
30. You eat by yourself, always eating at your desk or on the sofa.
31. You’ve isolated yourself.
32. Your place often looks like a disaster area and you haven’t had guest over in months (or years).

I am luckier than most. Because I graduated from Coach U, I have tons of resources, tools, and assessments that help me have a great life AND a great business. My clients use many of those assessments. Based on their needs, I’ve created additional assessments and checklists that help them simplify business, advise more, and live better.

(c) 2016 Elevating Your Business