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I have a dream
The first of a series of articles examines how advisers need to adapt and approach to the changing financial world we are living in, beginning with the need to have a vision and goal for what you want to achieve
• Personal - family, social, material and spiritual
• Business - targets, income and markets
• Development - skills, knowledge and behaviours
By taking time to determine your vision and quantify your goals, you will know what you want to achieve, why and by when. You can now set out on the journey to making it a reality.
Next time we will look at how to determine the value proposition of a business.
David Cox is managing director of Suuqea
