The first time I realized I needed a different kind of help in my advisory business was when I had to fork out $4,000 from my own pocket as young partner. A trade didn’t get executed because my scribbled client meeting notes sat in my stack of to-dos while the market took off. What happened?
Ask yourself two critical questions for next year’s strategic plan, as you put in your finishing touches: How will you measure your success? How will you activate your goals and hit the ground running? Use our framework to guide your process.
Albert Einstein famously said, “We cannot solve our problems with the same thinking we used when we created them.” If we want to get to our next level, we have to change our behavior. Yet, our brain is lazy and naturally efficient — and we unintentionally allow it to be our greatest obstacle.
By providing you with direction, motivation and boundaries, strategic planning allows you to live with intention – to navigate the whitewaters of life with your oars, rather than be thrown about by the vicissitudes that life hands you. Your professional life should be supported by an intentionally led personal life — the essential fuel for success.