Setting Objectives Is Essential to Driving Growth
Sometimes running a business can feel like you have been thrown overboard from a ship. If you just tread water to stay afloat and maintain daily operations, you will not
Category
Strategic Planning
Run a Business Operation Guided by Values
Your business plan is probably one of the most important documents you will create for your company. It is valuable because it is not just a few pages that you
What’s Missing in Your Business Plan?
Type "write a business plan" into a search engine and you will get millions of results. If you merely base one of the foundational documents for your business on a
Should You Specifically Market Your Financial Services to Women?
Recently, there has been an increasing amount of discourse centered around whether it's necessary - and indeed appropriate - to specifically market financial services to women. In my opinion, you
Scaffolding Yourself to Success
Are you feeling stretched? Like there aren’t enough hours in the day and you never have enough time to do the really important or really enjoyable work. I would like
Repetition is Key in Creating and Maintaining a Strong Small Business Brand
As a business professional, you no doubt know that there is more to business success than simply having a good idea. Branding is paramount, as it allows you to elevate
Ensure a High-Performing Business with These Steps
Developing a vision for your company is the first step in laying a solid foundation upon which to build your business. When you have a sound understanding of what you
Does Data Have a Place in Small Business Marketing?
Among major corporations and multinationals, a major topic regarding marketing is the use of big data. With more people than ever using smartphones, mobile applications, social media platforms, email, websites
Identify Business Opportunity
In my last post, I discussed the importance of determining a vision and strategy to guide you through the myriad challenges of leadership. While creating plans for how you will
Make Clients and Employees Believe Your Mission Statement
Do not underestimate the importance of a mission statement. In building your business, this will differentiate you from the competition and will serve as a reminder of your purpose as
Develop and Refine Your Marketing Strategy
Marketing your business requires a multifaceted program that addresses what occurs within and outside the organization. While many entrepreneurs are very talented at networking and selling, it's necessary to have
Building Trust By Promoting Purpose
There has been a shift in consumer thinking in recent years, as more people want to patronize businesses and service providers who have values and morals they agree with. How do
5 Questions to Answer in Developing your Strategy
1. What is your Business Model? Great companies describe the essence of what makes them unique in a simple and compelling manner. For Walmart, it is lowest price. Walmart revolutionized retailing by
In Building a Dynasty, Seek Respect, Not Friends
Laying the groundwork for succession requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm.
Prepare for Retirement on Time
Financial advisors have an entrepreneurial spirit: They are independent, ambitious and determined. Often, that ambition extends not only to their professions, but also to how they want to live their
Deepening the Client Relationship Through Quality Client Service
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a