Tips to Grow Your Business in the New Year
Here at Wiser, we can relate to customers who are trying to grow their businesses. It is important to set goals that are obtainable, but almost out of reach, which will push your team forward. Also, make sure to set measurable goals so that you can track your progress. A great resource for business owners is the book, “The 4 Disciplines of Execution” by Chris McChesney, Jim Huling, and Sean Covey. It covers setting goals really well.
Another good practice is to set leading and lagging indicators. For Wiser, we want to grow our client base while still maintaining the clients we already have. A leading indicator we have is how many review meetings we have each week, and a lagging indicator is looking back and seeing what percentage of the client base we have met with on a weekly basis. Ultimately it is all about setting goals and how you execute them.
Download our free guide: “Your Path to a Lifetime of Financial Success”
Click here to schedule a consultation with one of our financial planners.
Listen to Our Podcast:
Recent posts
Share This Story, Choose Your Platform!
Wiser Wealth Management, Inc (“Wiser Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). As a registered investment adviser, Wiser Wealth and its employees are subject to various rules, filings, and requirements. You can visit the SEC’s website here to obtain further information on our firm or investment adviser’s registration.
Wiser Wealth’s website provides general information regarding our business along with access to additional investment related information, various financial calculators, and external / third party links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, we make no representation that the information or opinions contained in our publications are accurate, reliable, or complete.
To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Wiser Wealth or any of its investment professionals. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. Wiser Wealth does not offer legal, accounting or tax advice. Consult your own attorney, accountant, and other professionals for these services.