A definition of patchwork is the piecing together of multiple parts for the betterment of the whole. A question all financial professionals should ask of themselves is, โAm I patching problems with various solutions, or getting deep to the foundation?โ
Using a patchwork process is common to most business owners, financial professionals not excluded. We examine a problem and often come up with quick solutions to mend the hole in the business.
Independent financial professionals have complex jobs. In a single day, financial professionals could juggle between marketing, financial planning, website management, client meetings, and data gatheringโto name a few. Luckily, technology and financial…
Maximizing business growth for financial professionals doesn’t just happen out of luck or goodwill. First and foremost, you have to be proactive to achieve business growth. But you also must be candid…