To be a successful financial services professional, your clients need to believe you ARE the best at what you do—that you will be their advocate. Do you feel like you’re giving potential clients a reason why they should choose to work with you over anyone else, including doing it themselves? If not, why not?

This is just a quick exercise to get you thinking about how you can take your business to the next level. I hope it provides you with some ideas!


→ What kind of marketing would you do? Where would you market?

→ How many clients would you have?

→ How would you structure your schedule?

→ How much money would you make?

→ How would you get new sales?

→ How would you handle “down” times of economic downturns?

→ What would your customer service philosophy look like?

→ What tasks would you outsource?

→ What would customers say about your organization? What would competitors say?

→ What kind of community service would your business do?

→ How would your office space look?

→ What would a potential client’s first impression of your company be?

→ How would you approach every single day?

Whether you’re a business owner or financial professional, the tools you need to get started are within reach. Contact me or schedule a call.