WealthManagement.com
One Activity Every Advisor Should Track
How many times did you proactively ask a social contact to have a business conversation with you?
By Kevin A. Nichols Director of Coaching The Oechsli Institute
If you want to improve almost any aspect of your life, you track it. Want to improve your physical health? Track your exercise. Want to improve your nutrition? Track your diet. Want to improve your mindset? Track your meditations. You get the idea. Intentional tracking leads to behavior change and results. Some of our most frequent questions from financial advisors come in the form of activity recommendations. Advisors want to grow and want to know which activities they should perform, and how often they should perform them. In theory, it should be pretty simple. We as a company could produce one simple tracking sheet that, if followed, would lead any advisor to client acquisition success. The reality is it’s more nuanced than that. We all have unique strengths, weaknesses and opportunities that should be considered.
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