Try to stop and do some strategy planning before the end of the calendar year.
- What are the things we don’t want to happen/are causing us pain at the moment?
- What do we want to achieve?
Make it simple:
If you have the capacity, get a business coach to help. Otherwise try using a tool such as My Business Success Tool to help with planning.
Sue has been the Managing Director of Elixir Consulting since 2007 and specialises in business coaching for financial planners, keynote speaking, assisting planners to transition to fee for service and assisting institutions with understanding planners needs in business.