October 8, 2009 – The Wall Street Journal – New York, NY, USA
Dan Sullivan, co-founder of entrepreneurial coaching and training firm Strategic Coach, says that one of the biggest challenges financial advisers today face isn’t coming up with strategic initiatives – it’s following through on them. His solution: For each goal, assign one or more project managers who can see the plan through.
Q: Is there a particular stumbling block preventing advisers from raising their game these days?
A: Yes, executing on their strategic goals and actually making things happen at their firms. Most entrepreneurs have great, ambitious goals and get very excited about new initiatives, but become frustrated.
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