Personal Connections that Lead to Professional Growth


Personal Connections that Lead to Professional Growth

When you’re looking to grow your business, the goal isn’t to aim for the top one percent. Instead of focusing on how to be that top producer, focus on how to improve your personal performance. Keeping up with the Joneses — both professionally and personally — always leaves you wanting. A smarter move is to look at those areas you want to improve and focus on them.

One of the best ways to do that is to connect with others. Seek out people within the industry that collectively can lift your business. What does it mean to truly connect with someone? On a personal level, it happens when you share the same interests or laugh at the same jokes. On a professional level, connections can be made when you have similar goals or the same basic philosophies.

Here are three ways to start making better connections.

  1. Join a professional association. I’ve been a member of NAIFA and the Financial Planning Association (FPA). I’m currently really involved in the Society of Financial Service Professionals (SFSP). It’s a unique organization where people with different credentials can be in the same room, hearing the same ideas, working together and pulling the rope the same way — all with your client’s best interests in mind. Consider joining with people in estate planning, asset management, insurance, accounting and more. And all of them ready to pull the rope in the same direction.

  2. Be intentional about attending conferences. It’s happened to all of us. We get to a conference, dutifully sit through the required CE, and then just kind of have sidebar conversations with whoever is near. Instead, look at the attendee list for the conference and reach out to those people that you really believe can help grow your practice. By that, I mean people who could be collaborative, educational and willing to help grow your business. Try to connect with them before the conference and then have intentionally meaningful 10-minute conversations during breaks, as opposed to the default tactic of saying “hey, how are you doing” to the person nearest you.

  3. Look for people who understand how to grow a business online.  How can you tell? Start by checking out their online presence. Connect with them through LinkedIn and then follow them on Twitter.  Read their blogs and get to know their business intimately before you reach out to them out of a personal level. Follow their practices as a template for your online growth.

Ready to create new, meaningful connections? We can help. We’ll help you organize the tools and tips we’ve been sharing into a plan designed to grow your business, attract quality people, and help you stay relevant during one of the greatest workforce shifts the United States has ever seen. Let us put our experience and wisdom to work in your business.

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