Implementation is the hard part! You pulled your team together, you researched, you brainstormed ideas, you did a SWOT analysis and now you have your shiny strategic plan. You’ve done the hard part, right? Wrong! The hard part is just beginning. ...
Like most Advisors, I’m sure that growing your revenue is a top strategic priority. Hopefully, you have your Business Development plan in place and are getting plenty of client referrals! This, of course, is going to require great team members to service these...