In the words of Abraham Lincoln,” If we could first know where we are, and whither we are tending, we could better judge what to do, and how to do it.” As we enter the final months of the year, are you planning ways to get 2015 off to a fast start? Your competitors are. They are identifying new opportunities for the upcoming year. They are making plans now to implement their ideas. May I make a suggestion? At your next staff meeting,ask your staff who closely interacts with your clients everyday the following questions to get their input:
What can we do as a firm in the new year to bring even more benefit and value to the clients we already serve?