Advisors: Don't Go It Alone - Financial-Planning.com (blog) | Financial Advisor Coaching | Scoop.it

Simple message but a great reminder that we should be using "the definitive No".

 

Once we can clearly identify our mission and who we are called to serve, anything falling outside of our mission should receive a “definitive NO”.

Those things that are within our mission must be sorted by relevance, quickly implemented and dealt with or filed under “not Now.”

Those items that we identify as a waste of time, energy or money get the extra special “Oh Hell No”.

 

"Advisors: Don't Go It AloneFinancial-Planning.com (blog)Technology is one thing, but many advisors are still spending substantial time and energy on unproductive activities: reporting, rebalancing, creating marketing materials, acting as the “money...