One of the biggest challenges advisors face is how to get a concrete result out of an idea or concept in their mind. How do you go from something you think will work to that thing actually becoming part of your business and part of the way you do things?
The real secret is giving your team the information they need upfront. Here are the questions you need to answer for them as soon as you give them their assignment:
Who’s in charge of getting this across the finish line?
What resources do they need to get across the finish line?
What is the finish line – that is, what does success look like?
How will they report their progress?
When is the finish line? When is this due?
If you put all those parts together, the chances of you being able to implement your idea are much higher.
If you’d like a complimentary consultation with more insight on how to get ideas from concept to completion, call 270-663-7264 or email senglish@dynamicdirections-d2.com. We’re happy to talk!