Six Tips to Work Less and Earn More
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I’ve learned a lot running my digital marketing companies over the past five years. Although I have options not available to advisory firms, you may find these six lessons helpful.
1. What’s the goal?
It may seem obvious, but I found it helpful to clearly define why I engage in what I’m doing. For me, it’s mostly about helping people. I enjoy the interaction with my clients. I take pride in consulting with advisors who are benefitting the lives of their clients.
I also like generating revenue.
Defining my priorities gives me perspective. I don’t need to squeeze every bit of revenue out of each engagement. I have the freedom to provide services without charge (or at a discount) to start-ups who can’t afford us.
It’s also why we limit the clients we serve to evidence-based advisors.