The Ghosts of Business Past, Present and Future; 401(k) Advisor Year End Reflection
Perhaps you’ll find a little time over the next several weeks to reflect upon how you have progressed over the years. You can summon thoughts of your past and present activities and use them to alter your future business.
Here are a few questions to structure your thoughts and help make 2017 what you want it to be. Think of it like Scrooge’s journey reflecting Christmas’s past, present and future as you interview yourself.
- Thinking back to the early days of building your business, what would you do different? What should you continue doing?
- How do you answer the prospect plan sponsor’s question, “Why you. Why are you different / better than our current Advisor and all others prospecting us?”
- What do you want to improve about your business in 2017 and beyond?
Scrooge found the collective experience life changing. I suspect the impact can alter your business for the better. No humbug here.
Happy Holidays and Continued Success in 2017!
December 15th, 2016