Today we are starting a new series on the best-selling book, “7 Habits of Highly Effective People” by Stephen Covey. Each week, we will examine one of the habits discussed in the book, and how it applies to your Wealth Management Firm.
Habit One: Be Proactive
Being proactive is the ability to choose your responses to different situations. This is key to successful leadership within your firm, and more productive interaction with your clients.