One of the greatest shifts financial advisors make in their practice is the point at which they move to running their firm. A priority at Sea Captain Coaching is helping clients understand how shifting from a monthly sales mindset to a quarterly CEO mindset allows for a more proactive execution of their business’s growth plan. It involves learning to let go and determining an organizational model that allows them to effectively run your organization.

Keypoints

·       A key objective in shifting to a CEO mindset is for the leader to shift from working in a Compensatory Success frame of mind to a Visionary Success mindset. 

·       CEOs forecast results and maintain a quarterly mindset. They must also be visionary and be able to lead their firm.  

·       As clients grow from being a successful sales leader to becoming the CEO of their growing practice, developing a new organizational structure is a huge part of the equation. 

·       The organizational model that helped a business owner achieve their current level of success is most likely not going to put them on a trajectory to future quantum growth.  

·       Evolving from being a successful sales leader to becoming the CEO of an organization requires a plan for the growth and development of team members.  

·       As your business grows, it becomes necessary to systematize what you do to ensure your clients get the consistent high-quality service they expect.  

·       Phil and Greg discuss the challenges clients encounter in working to develop a new CEO business model.

·       The pair discuss the four top items to consider when training new team members. 

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