Practice management

Focus on the big picture

By Teck Lim

Published January 18, 2013, 2:54 p.m. EST

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Updated October 06, 2016, 2:55 p.m. EDT

1 Min Read

You’re more than halfway through a month of working on your practice. Today, your task is simple -- and hopefully it will renew you for the remaining tips to come.
Take some time to reflect on your purpose, says Ray Sclafani, founder of advisor coaching firm ClientWise.
Sclafani recommends asking yourself the following questions: Why are you a financial advisor? Who are you serving? How are you helping them?
It’s easy to get stuck on autopilot and lose sight of the bigger picture, but if you can reconnect with what you do and why you do it, you will be serving yourself, your practice and your clients. “Reflecting on your purpose keeps you motivated and protects against distractions,” Sclafani says.

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Practice management

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