Many advisors start looking for solutions before they determine what their problem is, or if action of any sort is even necessary. Without a clear vision of your current picture and goals, there is no way to establish the appropriate actions. Begin by asking yourself: Do I need or want to grow? If yes, what do I want to accomplish? What is the delta between where I am and where I want to be? What people, systems, platform, products, and services will I need to add or gain access to in order to achieve my goals?
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