From working with financial advisors for many years, I have observed many justifications for spending the majority of their workday in the office. Here are six of them:
When you’re not in your office, things aren’t getting done.
Do you have other excuses—oops, I meant to say reasons—why you don’t see clients every day? (Write them down here.)
Now look at that list, and ask yourself this: “Why am I tolerating a work paradigm that doesn’t allow me to tap into the most important asset I have—my personal relationships with the people who I depend on for my business?
Give yourself a minute to contemplate that question fully.
Did you come up with a really good reason for maintaining the status quo?
As importantly, can you picture activities that you’d like to do out of the office with your clients and prospective clients, if you allocated more time in your week to do so?
For example:
Here’s the thing. The phone is great for transactional business, not for relationship building. One can touch base with mass market by phone, a call, whatsapp message etc. but your important clients need you showing up there.
What to do?
Make a commitment, right now, to increase the number of in-person client meetings by four times you have in an ordinary month, preferably over lunch or dinner. A restaurant, their office, your office—the location doesn’t matter.
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