Building a system and network - Week 4

By: Cameo Roberson, Principal of Atlas Park

In the early days of building my network, I’ll admit – I had no game plan. I just knew I had to do it. Since then, I’ve take some time to build my system for networking.

Just like any other part of your practice, business development actions should be outlined in a playbook for you to reference. Before the team goes out on the field, everyone knows what role they need to play.

Basically establishing a pre-determined plan and then action steps to carry it out. Here are some ideas of how to build your network.

·         Post your plan in a visible place or create a laminated sheet. Visibility is key.

·         Get a personal board of advisors. Possibly members from your mastermind or study group? These folks can act as both a cheerleader and advisor to hold you accountable to your plan.

·         Identify 3-4 things you can do weekly to support building your network. Remember finding value for others is a great place to start. Are there resources you have that can make like easier for COIs in your network?

·         Keep track of when you’ve completed your tasks. I use www.trello.com to keep track of lists for myself and my clients. There is a free version available.

By doing this over and over, you will begin to establish habits. Those habits over the long term create behaviors. And behaviors create lifestyle changes. And lifestyle changes can take your business from good to great.

--Are you not hitting your business goals? Are you unsure of how to take your firm to the next level? Click here to schedule a call and select Your Virtual Coo https://www.atlasparkco.com/schedule-your-consultation-or-session/

-- Cameo Roberson is an advisor, practice management and operations consultant. She works with solos, breakaway advisors and ensemble firms to help them build a better advisory practice and manage key areas of business growth. www.atlasparkco.com --