Skip to main content

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 --

Labels:

Comments

Post a Comment

Popular posts from this blog

Goal Setting Is Crucial - Week 3

By: Cameo Roberson, Principal of Atlas Park In a webinar I co-hosted for NAPFA (National Association of Personal Financial Advisors) community on Operations, Systems & Automation, one of the main ideas in developing your platform is that it is driven by your firm vision and goals. As an advisor, you have to get clear on your end game and then create steps to get there. To check out the webinar, click here  NAPFA Webinar The same is true for networking. Why are you networking? What do you want to achieve by networking? What are your goals as it relates to networking? If you are not sure of your networking goals, no problem. You can start today and get a plan together. Let’s start with a few tips about having a relationship action plan. ·           Part One: Think about what your goals are, that will fulfill your mission ·           Part Two: Connect those goals to the peo...
Post a Comment
Read more

Do you enjoy networking - Week 2

By: Cameo Roberson, Principal of Atlas Park When I built my businesses, Atlas Park Consulting  www.atlasparkco  and Atlas Park Finance  www.finance.atlasparkco.com   one thing I knew instinctively was the need to network. Did I want to do it? Not really, but when I recognized the value in it, I started with my existing network. It is easy to talk with folks you already know. If you are struggling in this area. There is help. An idea I came across that gave me a better perspective of networking is to always give people value. Networking has to be about adding value to the other party and maintaining a relationship over time. Here are a few other nuggets!   People who instinctively establish a strong network of relationships have always created great businesses People do business with those they know and like Real networking is about making other people more successful You’ve got to be able to accept generosity or even ask for it Connecting i...
Post a Comment
Read more