Summary: If you take a look at your book today, are you on track? When I ask that question to many advisors, the first response is usually “On track for what?” What I am asking is: Do you have goals and are you tracking and measuring against those goals? Unfortunately, most track their book by AUM or gross revenue (sometimes GDC).
 In my mind, you only have about 3 ½ months left in the year to close out strong. That’s plenty of time to really set yourself up for a stellar 2015. It takes planning, coordination, and time. If August is really a slower month, then you have time, so all you need is the planning and coordination.
John Anderson, Managing Director of Practice Management Solutions,SEI Advisor Network.
|
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?