Business planning a struggle? Perhaps you should plan “life” instead…
Practice Management & Quick Tips Videos & Sales & Selling & Strategic Issues

Business planning a struggle? Perhaps you should plan "life" instead...

September 21, 2022

by Tony Vidler  CFP logo   CLU logo  ChFC logo

When business planning is a bit of a struggle it pays to ask yourself why you went into business for yourself.


You could have had an easy job somewhere, and just made a living….but you would have gone into business for yourself because you saw it as your best chance of building the life you want.


This a particularly pertinent issue as many financial advisers contemplate how to structure their businesses and remuneration structures and support and….well….everything in their business in light of anticipated changes.


When it comes to business planning most people in business lose sight of what it was all about in the first place, and I believe that has never been more true than right now for many in professional services.  In this Quick Tips video we quickly discuss the 3 big things that actually matter most, and the importance of prioritising them so that you can begin building the business that is most likely to get you what you wanted when you first began…


Being in business for yourself really is about building the type of life you want.  So why not go back to that to begin with?  Perhaps begin your planning right back at the very beginning…


Watch the video to learn more…


You might also be interested in this related article:
The Uncertain Road Ahead For An Advice Business
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