Advisors: Don't Tattoo This Anywhere

Commit to specific numbers so you know exactly what business you’re going after this year.

  • If you haven’t already done so, put concrete numbers against how you want to build your business in 2019: write down how many new clients you’ll get, how many financial plans you’ll write, etc.
  • Take a moment to consider how achieving those numbers you wrote down will make you feel.
  • Resist the temptation to wonder, “What if I miss?”
  • Related: Current Financial Markets Are a Great Opportunity for Gentle ProspectingRelated: A Better Response to: “Why Should I Work With You?”