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The 7 F’s of Financial Business Success

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The 7 F’s of Financial Business Success

An Exceptional Life & Business Designed By You

You started your financial advisory firm to lead an exceptional life, grow your income, and make a unique difference in the world.  Today, is that what you see?

On your own, distractions and the “busy-ness” of business hold your time hostage.  You’re stuck managing details, not cashflow!

The 7 F’s of Financial Business Success represent values common to financial advisors who create thriving businesses that honor, support, and express their life goals.

Remember, it’s never too late to make changes that will get you back on track!

Full-Fillment

Plan your business around your personal values and goals.  This is what creates life-work balance.

I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning. More programs like this would be excellent.”

— Monica Barnard, APA, CEBS, Barnard & Assoc., Pensacola, FL

Flexibility

No one to answer to, no need to ask permission. Your firm adapts to your schedule, bends to your rules, and fits your life. Best of all, you get to stretch in any direction and meet your own benchmarks.

Freedom

Enjoy the freedom of choosing how you work, when you work, and what you earn. You can afford to say “no” to unsuitable prospects.  Every day you work, you’re building your own legacy—on your terms.

Free-Time

Prioritize and delegate. Then focus on cultivating important relationships, spending time with loved ones, and working on philanthropic projects.  Oh, and going on more vacations, too.

Fun

Let’s face it, life is short, and we want to enjoy ourselves!  Build your business with a great team and clients who energize you.

Fortune

Wealth and profitability are important measures of a successful business.  No less precious are the riches of unique experiences, highly satisfying work, and opportunities to realize your dreams.

Faith

A business owner’s life can leave you feeling isolated.  Having a spiritual community and/or a group of supportive people you can count on will help you through times of doubt and difficulty. 

Life happens when you’re running a business! Take an inventory of the 7 F’s of Financial Business Success and make sure your business plan full-fills your personal vision and supports your life goals.

Related: Finding Your Niche in Two Steps

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