The Strategic Implementer - Blog

It's usually about filling in the gaps...

It's usually about filling in the gaps...

When I'm asked what kind of work I do with advisors, I say "it's usually about filling in the gaps". Here is what I mean by that.

Nine times out of 10, when an advisor calls me, they have already built a pretty good firm. They're making money and they usually know exactly where they want to go but they're not sure how to get there. They're not sure how all the pieces of the puzzle fit together. Sound familiar?

So, that's when I come in. I use a process that examines every aspect of your practice and I benchmark it against where you want to be or what is generally accepted practice management within the industry. Then, together, we come up with a plan for "filling in the gaps". I am a little different from other coaches in that I am also a hands-on implementer. What does that mean? It means I'm going to stick around and help you implement it.

In my opinion, filling in the gaps is what a good business coach does. They are also the person always looking at the big picture so you can focus on the day-to-day activities of the firm because let's face it, as a small business owner, this is where most of your energy is spent. But there is a difference in spending your energy on planned activities that take you toward your goals and just putting out fires.

I would highly recommend you look at hiring a coach to help you get to the next level or wherever you want to go. After all, why not hire someone who has done this before and can bring ideas and enthusiasm to the table. Why not give me a call or drop me a line

  1975 Hits
1975 Hits

Do You Know What Your Mission Is?

Do You Know What Your Mission Is?

What is it? Why do you need one? How do you go about getting one in place?

Your mission statement communicates the soul of your firm to many different audiences. To your prospective clients, it drives home the fact that you are serious about adding value and positive outcomes to their lives. To your staff, it reminds them every day why they are doing what they do and how important their contribution is. Most importantly, to you, it should serve as a guideline. When new opportunities come your way, you should remind yourself of your mission statement and ask yourself if this opportunity is in line with where you want your firm to go.

How do you arrive at your mission statement? Your mission statement is something that comes from your heart and your head. It's a combination of intellect and emotion. It is the phrase that articulates why you got into to this business, why you want to be a fiduciary, why that is so important, why you want to be the best at what you do and what is it that you're going to be the best at?

If you already have a mission statement, congratulations! You are in the minority. If you have not, start to think about it now. Jot down notes, ask your staff, ask your family. Then, take some quiet, reflective time and write it out. Once you have it where you want it to be, frame it and put it in various locations throughout your office as a constant reminder to you and everyone why and how you do what you do so well.

If you'd like some examples, give me a call or send me an email at ginny@thestrategicimplementer.com.

  2212 Hits
2212 Hits