On today's episode of The F Word, Sheryl Hickerson is speaking with Lisa Dion, Founder of Strategic Advisor Solutions.
Strategic Advisor Solutions helps business owners grow through creating vision and clarity to take their business to the next level. The focus is to help entrepreneurs break through barriers while strengthening their entire organization. Lisa and her team help you clarify your vision by identifying who you are, why you exist, and where you are going and develop your team to execute on it. Expectations, processes, and accountability are defined so everyone is in sync and operating together. If you are looking to take your business to the next level and reduce complexity she can help.
In today's chat we will discuss:
- Structure and Processes: How important is this for financial advisors?
- Direction Planning Worksheet: How you breakdown the goals for an advisor, especially when they are a visionary.
- Clarity Breaks: Why we need to be consistent with taking them.
Be sure to connect with Lisa:
LinkedIn: https://www.linkedin.com/in/lisadion1/