How to manage business finances? As a financial advisor, you get to manage other people’s money and finances. But how about your own? How do
Build your expertise and reputation. How? Establishing yourself as an expert using LinkedIn is a great way to build your financial advisor business, whether you
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Administration Trap? What is it? Yes, it’s important to hire. Yes, it’s important to delegate. Yes, team makes all things possible. BUT there is something that many financial advisors aren’t prepared for when they start hiring. The administration trap. Let’s first dig in and define what administration is. It is managing duties, or rules, or responsibilities. A a secretary is an example of someone who does administrative work. Filing is an example of administrative work.
What is the invisible workload? As financial advisors and business owners, you probably know what “invisible workload” means… It’s that heavy burden of doing all things yourself when it comes to your business. You do all the planning all the way to executing. Can you relate? They may be things that are not so obvious and urgent but they take up space in your energy bank. Here are some examples: What, when, how and by
Success is important. Here’s what you do…. First, you plant the seed. Then you make sure you water it, spend some time tending to the seed so it can start sprouting and growing, then take care of it some more. You may not see the growth in the moment but over time you will be able to look back to where you started and see the progress. Through patience and time, the seed will eventually
How to afford the help you need? Business owners who think about hiring team members for the first time usually ask themselves: “How can I afford the help I need?” It almost always will feel like a stretch when you are hiring – especially when it’s your first VA. There are 2 perspectives to this scenario: As an expense OR As an investment If you see hiring as an expense, you will always worry about
Managing a team? Business owners like you will surely relate to this… At the start of your journey, it’s just you and your business. You’re a solopreneur and you’re doing everything yourself. Then you finally got the courage to hire your very first staff (most probably a VA or virtual assistant) who takes some routine and mundane tasks off your plate – hurray! Your business is now growing and you eventually hire two to three
Too Busy? 4 Questions To Ask Yourself… “Help me! I’m too busy and something needs to change…” I get it. Being ‘too busy’ is really not sustainable. It won’t serve you nor your clients. Being too busy may even be getting in the way of you growing your business. The good news? You can still fix this by asking yourself the following questions. Question 1: Does this particular task or tasks really need to be