Consistently growing your list is one the smartest things you can do for your financial services business.
When you work from a home office you need a space that is both functional and enjoyable for you to be productive.
You need to make things easy for people – encourage them to take action, with a sense of urgency and see the results.
“If you’re not on social media, if you’re not on LinkedIn; why not?
Why aren’t you using Facebook?
How are you engaging with that part of the market?”
Lets face it –
Your existing clients are on social media.
Your prospective clients are on social media.
Your colleagues are on social media.
Your competition is on social media.
A mission statement will form part of your business plan that includes the goals you have for your business.
Having a mission statement allows you to have an overarching guide for your financial services business particularly for those times when things get tough and you feel like throwing in the towel.
Creating (or reviewing) your mission statement can be a daunting task.
It’s intimidating trying to vocalise the reasons for creating (and running) your business.
Too many people believe that the finance sector is boring.
How far from the truth is that?!
It”s complexities are interesting.
And with the right numbers and the right opportunities it can provide financial freedom.
Unfortunately there have been ‘cowboys’ that have made (and continue to make) unfillable promises.
These guys give all financial professionals a bad name.
And that’s why accreditation and legislation are important.
How often do you have clients who want to d.i.y their finances?
You know the ones who are;
– doing their tax via myTax,
– contacting their bank for finance,
– obtaining insurance via one of the many price comparison websites,
– establishing their smsf investments.
How much pain does it cause you?
It hurts when you know you can offer them a better option.
That’s how we feel too!
From P&Ls to LVRs and budgets to audits.
The data that numbers can hold provide a wealth of information that drives further decision making, usually for a better future.
Unfortunately, most of your clients are not (as) focused on the numbers as you are.