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I think you know the answer.


You probably became a financial advisor because you want to help people and you like making money. Those are fine goals.


Now, have you created a business plan for 2022?


It’s funny, one of the most common pieces of advice clients receive from financial advisors is to create a financial and retirement plan. Yet many advisors don’t have a written business plan themselves!


Starting fresh in 2022


With the pandemic still a factor in everyone’s lives, this is an opportunity to start the new year by re-evaluating your brand message, your client experience and your marketing. Your plan should be clear and easy to understand. It doesn’t have to be fancy; it should just cover at least these three key areas.


Don’t treat this as a static plan either. It needs to be flexible enough to adapt to changes as your business develops. (In fact, the farther your plan looks into the future, the less reliable it will become.) Don’t get me wrong, this plan can include long-term goals, but be prepared to adjust your goals and timelines as you grow your practice.


Include a plan for hiring new employees


I think it’s safe to say that most financial professionals don’t think about bringing on staff until they really need to. When that happens, you are much more likely to make a mistake, and unfortunately a bad hire can cost many times the allocated salary. When assembling a staff, you need to focus on the things you are good at and enjoy—and hire out the rest.


The good news is that Quantum’s integrated marketing support includes a 12- month business development plan customized to your practice and designed to adjust to changing market conditions. To learn more, reach out to your Quantum consultant to start the conversation: 800.440.1088.