Post-Pandemic Planning for Advisors
Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.
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Not only was the pandemic not a bust but it was mostly a boon for advisors. Many of us have grown our firms exponentially during this time. We do occasionally struggle to meet with our older clients online. If they refuse to come on screen, we are reduced to phone calls.
How do we keep this up? How do we keep our teams motivated to keep looking and growing? We have advisors who believe they have done enough. They are saying things like “burnt out” and “maxed out” and “at the pinnacle”.
I don’t plan to retire anytime soon. To me, we’ve just begun.
Are there secrets to motivation? Is great, good enough? Is it time to slow down and enjoy what we’ve done? It’s late April. Everyone can take a summer break or vacation if they choose to, but why would we stop now and rest on our laurels?