Depending on the size and complexity of your practice, you will have to figure out the balance of being an adviser and being a manager. You are an owner working for a living that requires one person or many people’s support. You created your business and its office to create control over your personal income. You are a investment technician suffering from entrepreneurial overload.
Then there is the pressure of increasing regulatory oversight that will impact your time and revenue growth. Managing your relationship with your broker-dealer or custodian can add stress. There’s bookkeeping, paying the bills, computers, software programs, all before you do what you love to do. Unfortunately, this is the harsh reality.
Michael Gerber wrote the book; The E-Myth and The E-Myth Revisited many years ago that addresses a lot of the issues of this challenge. It’s not only answered by delegation, it’s complicated.
The answer that addresses everything is growing your practice, while maintaining systems and processes that allows you to do what you do best.
If you want to grow your business by 15% a year, 30% a year, double your revenue, triple your revenue, how do you do it?
FINSERV is a consulting business that works with you on an agreed upon timeline to help you look at your entire business, your interaction with your clients, your back office operations, your branding, your website and anything that helps build your brand in your target market.
Call us today to schedule a confidential conversation to explore if we can help you. Look what these advisors have to say:
“FINSERV has been a lifesaver for my practice. Tim and his team have spent time with me to learn who we are, our values, and what we need to grow our revenue. We have someone to discuss ideas and concepts that only an outside professional can help us with. This is a game-changer for my practice”
~ Greg O’Quin, Financial Solutions Group.
We learned about FINSERV through another financial advisor and started using Tim and his team’s expertise to reorganize the way we market and brand ourselves. This was the best thing I’ve ever done. Already I feel like we are not only on the right path but have a sustainable business that’s back growing again.”
~ Bart Schmolke, Schmolke Investment Team.
“I’ve worked with Tim for over six years now and can tell you that his insights and expertise has helped elevate my practice to a whole different level. FINSERV is a valuable service and he has turned into one of my most trusted advisors.”
~ John Parise, Copper Beech Financial group.
We are different. We have many resources and will be candid in all our dealings. Call us today at 404-964-9933.
We are always eager to hear from both existing and potential clients. Contact us today to find out the many ways Finserv Consulting Group can both help you operate with greater efficiency and expand your market share…while improving profitability.
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