Archives:March 2018 - Seven Figure Firm | Seven Figure Firm
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Motivational Work Environment

Six Steps to Creating a Motivational Work Environment

Motivation is one of the driving forces behind a successful workplace. In all my years in the business, I have made creating a positive environment for my employees a top…

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Avoid Burnout

Five Steps to Avoid Burnout

When I first got started in the industry and would hear other financial advisors talk about burnout, I thought, “That will never be me, this is my passion!” I simply…

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Hiring Process

Four Misconceptions Hindering Your Hiring Process

As the leader of my own financial firm, I know a thing or two about the hiring process. In all my years of interviewing people (and being interviewed), I’ve realized…

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Ideal Clients

Developing a Magnetic Approach to Attract Your Ideal Clients

In an earlier post I talked about the importance of understanding the difference between client experience and client service. As financial advisors we should always strive to offer exceptional client…

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Ideal Clients

Building the Foundation to Reach your Ideal Clients

If I were to ask any financial advisor what they believed set them apart from other field professionals, most would likely say client experience. However, if I were to ask…

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crisis

Be an Effective Leader During Times of Crisis

When you run your own business, there are times when crisis feels inevitable. Many believe that true leadership is demonstrated in times of turbulence. How we perform when we are…

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Newlyweds

Financial Planning for Newlyweds

Do you have a client who is about to take that big step down the aisle? Or have they recently tied the knot? Newlyweds have a unique experience, as they…

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Childcare Costs

Help Clients Cut Childcare Costs

This will come as a surprise to nobody — having kids is expensive. Especially when you consider childcare. A 2016 study found that the majority of Americans spent more than…

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Small Business Owners

Steps to Landing Small Business Owners as Clients

According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these…

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Relieve Daily Stress

Relieve Daily Stress with 5 Simple Solutions

Do you catch yourself talking about how stressed you are too often? Or notice a co-worker who looks like they may jump out of their seat if they have another…

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