35 Mistakes ‘You’ Made in 2018 That Should Not Be Repeated

RELATED CONTENT

Don’t Make This Business Planning Mistake

Horsesmouth Essential: If you are like most advisors, your business planning process may be fatally flawed. Try this simpler approach that creates laser focus on your goals and can make next year a year of killer productivity.

Recovering With Class: How to Turn an ‘Oops’ Into a ‘Wow’

We all dread that moment when we realize we made a mistake. You forgot to return a client’s call. You sent important documents to the wrong address. You mixed up a client’s birthday and sent them a gift on the wrong day. The question becomes: How do we make this right?

8 Costly Sales Mistakes—How Many Are You Making?

Largely self-taught when it comes to selling, advisors new and seasoned make these common mistakes that are particular to our industry. Fix the flaws and you’re on your way to an uptick in new business for 2018.