You don’t have to know anything about building a house to know the most important part of building it is the planning.
Architects and their team need to start with a general idea of what the house is going to look like, then they get down to specifics:
- What will each room look like?
- Which layout makes the most sense?
- How many entrances and exits will it have, and where will they be located?
- How and where will people get from one floor to another?
Once they’ve determined all the details, it’s time to reverse-engineer the whole thing so they can go from what they have now to what they want when the house is finished.
The same goes for building your financial services firm.
Right now, it might be just you and your assistant, but do you want that to always be the case?
Or do you want to build a larger firm with several financial advisors and their assistants all on deck to help you and your clients?
Both options are valid. The important thing is to make the choice now regarding what you want. That way you can start drafting your blueprint (i.e. business plan) and get to work making your dream a reality right now.
The process of creating your business plan will help you flesh out each aspect of your financial services firm and what you want from it.
Then you can start reverse engineering that dream so you can get there from where you are now.
If you already have everything you need to achieve that dream on your own, go for it.
But if you need help in the form of resources and a team of like-minded financial planners to back you up, we’re here for you.
