Q4 is here! Ensure you are on track to hit your goals by taking these steps.
It's that time of year: Q4. Time to take stock of where you are with your business goals so you can reach what you've set out to do. As a financial advisor, we know that's a constant process, and you're always looking for solutions to grow your business.
You're probably reviewing your year-to-date progress and analyzing how much you've already done to achieve what you've set out to do for the last quarter.
How are you faring?
If it's looking like you're on track to make your Q4 goals, great job! But if you need to amp things up a bit, you're certainly not alone! And this is the perfect time to get things in line so you CAN hit those goals.
What do you need to do these last few months to hit your goals?
Keeping an eye on your goals is what helps you achieve them. So, when you take stock of what you've accomplished already this year, celebrate that – then dive into what you planned to happen by the end of the year.
Do you need more clients? Want higher-profile clients? Build a following for future clients? Maybe you want to focus on lead generation – or nurturing and engaging your clients? Need to convert more appointments?
After you identify what you need to do, it's time to create a plan to execute how to get there, specifically finding ways – because you can absolutely still hit your Q4 goals if you stay on track!
Finding the best way to maximize your efforts can take some time, but it's well worth the research it takes up front.
What's slowing down your progress?
Now that you know exactly what you still need to do, it's important to discover if there's anything hindering your progress. Time and resources make a huge impact on what you can accomplish. And since you are only one person, there's only so much you can do…unless you have a team helping you!
When's the last time you really gave your social media accounts a good once-over? Social media is constant and takes a lot of time and thought, and quite often it's the thing that gets shoved down the to-do list if there are bigger tasks to accomplish (but there are tips to make it easier!).
But you always want to make sure you're putting your best foot forward and maximizing your ability to engage new clients. That's what makes all the digital aspects of communication so vital to growing and engaging your clients: It's your biggest online connection to your existing (and future) clients. Making your online presence optimal can help you reach those goals of getting more clients, building a following for future clients, and so much more.
Are you engaging on social media on frequent – and regular – basis? Social media is a fantastic way to grow your brand awareness when used effectively.
Think about how often your clients want to hear from you…even if it's not always directly. Social media provides a way for you to talk to them without taking specific time out for them (allowing you to work smarter, not harder), and gives you an opportunity to directly engage with ALL of them – at once.
How can White Glove help you meet your Q4 goals?
Are your systems in place to help you meet your goals? Even if you've been doing this for years, you may know what you're doing and think you don't need help. But White Glove can help you maximize your efficiency, with our Done-For-You Marketing that takes the marketing aspects off your hands…especially if social media isn't where you want to focus all your time.
(Plus you can even delve a little deeper with White Glove University to help reach your goals and increase your brand awareness – either for Q4 or next year and beyond!)
Reach out to an Executive Marketing Consultant at (844) 949-9497 or visit our website to find out how White Glove can help. Since White Glove is Advisor-Built and Advisor-Owned, we know exactly what it's like to be in your shoes. We are here to help you!