When many of the advisors I've coached came to my firm for help, they had been struggling to succeed. By working with them, I saw first hand the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
The problem is typically not a lack of ideas and goals. The advisors I know are motivated, thoughtful professionals who have good ideas about where they want to take their businesses. What is a barrier, however, is that they too often do not get their teams on board with their visions for their firms. Team members sometimes don't fully understand an advisor's vision - or don't commit to it as they should. The result: There's no execution on the leader's plans, no progress is made and the firm spins its wheels.
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