Tales of Bored and Happy Dogs
Submitted by Strategic Partners Financial Group on September 5th, 2017
"A bored dog is a bad dog, a tired dog is a happy dog".
Those words from the dog trainer that we hired when we adopted our nine-month old Golden Retriever, Tommy, have never left my mind. Interestingly, as our firm continues to grow and we make new relationships with legacy advisors in need of solid business succession plans, those words continue to be more relevant that I ever could have imagined.
It's often said that if you want to know how you're perceived by others, simply take a look at the five people with whom you are personally the closest - the odds are good that's how others perceive you. Those in my circle are absolutely exhausting individuals - they are full of energy, nonstop ideas, and never seem to "settle" for the things that just happen to be working in their personal and professional lives. Their lives are truly about continuous improvement.
Our team at Strategic Partners Financial Group is no different. Each and every team engagement seems to yield new ideas to better assist our clients. Our team isn't afraid to simply scrap ideas that seemed wonderful "at the time" in favor of other ideas and initiatives that will make a bigger difference in the lives of our clients and the success of our firm. We are tired, happy dogs, and wouldn't have it any other way!
Our firm has a background in creating reliable, team-based succession plans for legacy advisors. Often times, the general perception is that these legacy advisors are bored, "bad" dogs. Falsely, most are perceived as being "stuck in their ways" and "doing a disservice to their clients by not working hard enough". The reality that we have found is quite the opposite.
The legacy advisors with whom we partner are full of energy and ideas, but just need some team support at this point in their careers to continue to implement their visions. Furthermore, most of these advisors have absolutely no desire to completely leave their life's work and client relationships, and value to opportunity to continue their key client relationships and create a long-term continuity plan for their clients as a whole.
Are you a legacy advisor in Kansas or Colorado who is tired of being asked to step away from your professional legacy to create your succession plan? If so, give me a call or send me an InMail - I'd love to learn more about you.
By the way, Tommy is now seven, proudly credits a trampoline net and a screen door as victims of his past boredom, and is a tired, happy member of the Brotsky family.
