The Challenges

Eye in Maze

You are not alone in facing business challenges. First, every small business struggles with producing revenue, achieving efficiencies, plotting strategies, handling complexity, and competing effectively.

In a business in which the service is advice/counsel/wisdom applied to solve client’s problems, you, as the practitioner, are the product. You express your planning, investment, and/or portfolio specialties through your business. In other words, if your business is successful, your specialty thrives; if not successful, your specialty has no outlet.

In the tiles below (or you can use the navigation menu at the top), explore the common business challenges your advisor peers face and see how effectively they describe your struggles and anxieties.

Business Planning
Business Planning Post-It Notes
Marketing
Marketing Megaphone Set
Sales
Sales Challenges Icon
Business Management
Business Management Collage