Imagine watching a basketball game, and at the opening tip-off, the scoreboard stopped operating. You get a feel for the tempo of the game by watching, but without knowing the score, you can’t possibly make in-game adjustments or properly manage your team. Winning the game becomes a matter of chance.
Too often, we manage our Advisors’ activity in the rear view mirror. Today’s business is more challenging than ever, and requires real-time feedback and coaching for those we recruit into the business. Every day in a New Advisor’s career is a game, and weekly activity reviews simply don’t cut it today.
