Ten Questions to Assess Your Business Strengths and Weaknesses in 2020

Tammy Robbins | wealthmanagement.com, January 2020

Summary: Even many experienced financial advisors are not as disciplined as they should be at staying true to their core values and remaining focused on their business goals.

As you prepare for the coming year, now is the time to set aside at least an hour a week to consider whether you are on track to meet your business goals. Use this time both to prioritize activities that will allow you to meet them and to keep yourself and your team accountable to one another.”

Tammy Robbins, vice president of business development, ProEquitie

< Previous Article

Five Mistakes Planners Make When Running Their Businesses

Next Article >

SEC extends Form ADV deadline for advisory firms affected by COVID-19

comments

Be the first to comment on this Article