As a small business owner, time is everything – and meetings likely take up a large chunk of your time. Yet, all too often, meetings go nowhere, leading to a waste of time and a distracted and unmotivated staff.
What if you could have one consistent monthly meeting that provides great value and takes your business to the next level? That’s what a great financial advisor can, and should, bring to the table – and when I talk about a “financial advisor,” I’m not describing your annuity or mutual fund broker; I’m talking about it in a much more general sense.
How do you know when you’ve found this great financial advisor, and what elements can he or she bring that make this meeting a must-have each month? Here’s some guidance and reflection that has worked for us at Sound Business Services, and we hope will work for you, too.
The DNA of a Great Financial Advisor
By nature, a financial advisor should be trustworthy, honest, and capable of helping you grow as a person and professional. But, they must earn your trust and respect.
A great financial advisor will do that. He or she will go above and beyond, and when it comes to monthly meetings, they must show their true value. In your meeting, your advisor should go over monthly reports, ask important questions, provoke thoughts, notice trends and do your projections.
That’s exactly what we do at SBS. We assess if you are truly making money, and we ensure that you are on a path to do so, now and into the future.
If you want to take a look at your current situation, don’t hesitate to reach out.
Find the Purpose
A meeting without an agenda can go off the rails, and even worse, one without purpose and intent will render it meaningless.
As a small business owner, you know how important leadership is. You must constantly lead by example, making sure your team believes in you, what you’re selling and doing, and getting your customers on board as well. That purpose and intent is exactly what your monthly meeting should deliver every time.
You should walk away from every monthly meeting with the tools, advice and motivation you need to make great business decisions, providing a bridge that helps you skyrocket to success. Otherwise, what’s the point?
Find the Value
As mentioned, time is valuable, so how you manage your time is a very strong indicator to whether your business will grow. In addition, finding the time to run your business is always a challenge.
These meetings should provide value that’s twofold – they must be worth your time and provide the value you need to improve your business. That’s what a financial advisor does.
This person must help you make powerful business decisions and have the insight, knowledge and expertise to help you reach your untapped potential and meet the goals and vision you have for your business. That’s where the real value is.
We are Here to Help
At Sound Business Services, we value our clients’ time and strive to deliver them powerful, next level solutions. We make sure that when it comes to meetings, time is not wasted.
If you have any questions or would like to learn more about the power of adding monthly meetings to your financial services, we would love to talk with you. And, we promise, it won’t be just another meeting, but a meeting your business can’t do without … contact us today.