As an advisor, it’s easy to set up shop and then get so caught up in the “tyranny of the urgent” that you lose track of your mission and core values – the reason you got into this business in the first place.
Whether you’re just starting out or are years into your career, writing mission, vision and value statements is an essential piece of becoming the advisor you want to be. Our Creation Guide was designed by our Executive Business Coaches with the goal of helping advisors clarify who you are, what you do and why you do it.
Recent Posts
Blog
Delegation FTW: Using AI for Routine Communication Tasks
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
Blog
The Case for a Diverse Workplace as a Business Driver
Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet …
Blog
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Ever wondered why clients resist making financial decisions during life’s biggest changes? It’s by focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial …
Blog
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant …