This week, we continue our 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 Two: Begin With The End In Mind
Creating things within your firm by design, rather than by default, is key to successfully managing your Wealth Management Firm. This approach enables you to effectively share your larger holistic vision with your clients and your team, and should be implemented in your approach to client service, the overall culture of your firm, and in building your brand.