Performance Insights

2016 has definitely started out as an interesting year; to some, it may even feel like the rollercoaster ride that never ends! With market volatility, the uncertainty of presidential candidates, bizarre weather, and new scandals every day, it seems as if negativity is everywhere. In a world where pessimism may seem to be at every turn, it’s time to seek ways to regain a positive approach to your practice, your clients, your family, and your community. You must maintain perspective, both personally and professionally, and draw inspiration from various sources. It’s time to take charge of that which is in your control – step up to the plate and make a difference!

Last month we shared with you five strategies for turning your chaotic, reactive work into more proactive, productive results. You can read those strategies on our website at: Transitioning Your Practice from Reactive to Proactive (Part 2 of 2). As we enter into the final days of the year and holiday season, we offer a practice management checklist to help you and your team send 2015 into history and welcome 2016!

Last month we shared with you the first five strategies for turning your chaotic, reactive work into more proactive, productive results. You can read those strategies on our website at: Transitioning Your Practice from Reactive to Proactive (Part 1 of 2). This month we offer five more proven practice management strategies to take back control of your business and find more enjoyment in your profession.

Those in the financial services industry can be easily distracted by a number of competing influences during the course of a normal, often chaotic day. Successful advisory teams accept that there will always be some element of the business that is reactive – it’s the nature of the industry.