EDITOR’S NOTE: October is financial planning month. In honor of financial planning month, AdvisorNews dives into the nitty-gritty of being a financial planner with a new and insightful topic each week throughout the month.
This week, AdvisorNews asked financial planners across the country: What are your end-of-the-year goals were for yourself and for your practice? Here’s what they had to say:
“We are refining each position within our firm. Each of our team members has unique talents and we want to build their work responsibilities around their talent. We have utilized the Kolbe A Index to help us with this initiative. In addition to this approach helping us improve productivity, it will also help with morale as well. When people are utilizing their best abilities in their work, the office culture benefits too. “– Christopher Giambrone, New Hartford, N.Y.
Finding New Channels To Help
“My partner and I are creating a workshop/seminar to help people approaching retirement and beyond Also, my first book, Charting Your Course Toward A Comfortable Retirement, is being published this month. I am hoping to help get the everyday person to focus on things needed to get to a sustainable, comfortable retirement.” – Jon L. Ten Haagen, Huntington, N.Y.
Reset And Reflect
“Our biggest goal and lifetime focus has always been on health, family and business. We typically block out the last two weeks of December with no client meetings specifically to reflect/reset on the year. We have all read about and hear the importance of gratitude and progress, and we would encourage everyone to do the same.
Very few of us take the time to reflect backwards as we are so busy looking ahead – we find that reflection/resetting is key in our goal setting. One of the secrets of our business success has been keeping our health/family at the center of all of the business decisions that we have made. That being said, typically we measure quarterly the normal business metrics but, in addition, we set goals as to what adventures we have done and will do with each other and our families. We feel that building a portfolio of adventures is just as important as building a portfolio of assets under management.” – Dennis D. Coughlin, New Hartford, N.Y.
AdvisorNews Managing Editor Cassie Miller may be reached at cassie.miller@Adnewsfeedback.com. Cassie has an extensive background in magazine writing, editing and design. Follow her on Twitter @ANCassieM.