Most Advice & Service firms operate FAR below their optimum profitability levels. There are so many levers that you can pull within your business to make it substantially better, yet in my experience, almost all of those will fail unless you have first built the strongest foundations.
The truth I have come to realise is that every single Adviser and Advice Firm I have ever encountered has gaping defects in the foundations of their businesses. Things that are challenging to fix not because they are difficult to do, but because they first require an evolution of thinking and a change in behaviour to achieve.
If you want to move from being a good Adviser to being a great one, then look in the mirror and start with your foundations.
If you are stuck and need clarity, then get help, because you don’t have time to be in that place.
I am building a community of Advice & Service Firm Owners who are committed to accelerating every element of their businesses and to building their profiles through authentic leadership, innovation, and mutual support.
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