Lisa M. Pflaumer, MPA’s Post

In Six Months, You Will Have Six Months of Excuses or Six Months of Progress. The Choice is Yours… Advisers, whether you’re employed and considering going self-employed, already self-employed, or running your own business, this message is for you. Your future success depends on the actions you take today. Here’s how you can ensure that in six months, you’re celebrating progress rather than making excuses: 1. Set Clear Goals ➡️ Define Success: Identify what progress looks like for you. Set specific, measurable, achievable, relevant, and time-bound (SMART) goals to guide your efforts in building a thriving business. 2. Create a Plan ➡️ Roadmap to Success: Break down your goals into actionable steps. Create a timeline and allocate resources to ensure you stay on track to grow your client base and income. 3. Stay Consistent ➡️ Daily Actions: Consistency is key. Commit to taking small, daily actions that move you closer to your goals. Even on tough days, keep pushing forward in your marketing, client relations, and business development efforts. 4. Eliminate Excuses ➡️ Mindset Shift: Recognise and challenge the excuses that hold you back. Replace them with positive affirmations and a problem-solving attitude to overcome challenges in your business. 5. Track Your Progress ➡️ Monitor and Adjust: Regularly review your progress. Celebrate your wins, learn from setbacks, and adjust your plan as needed to stay aligned with your financial and business goals. 6. Seek Support ➡️ Build a Network: Surround yourself with people who inspire and support you. Seek mentorship, join professional coaching communities, and share your journey with other financial professionals. 7. Stay Motivated ➡️ Remember Your Why: Keep your ultimate goal in mind. Remind yourself why you started in the financial industry and what you’re working towards to stay motivated and focused. Pro Tip: Visualise Your Success Spend a few minutes each day visualising your success. Imagine the feelings of accomplishment and satisfaction when you achieve your goals. This can boost your motivation and determination. What steps are you taking today to ensure six months of progress? Share your strategies in the comments below! 👇 Follow Gary Das for more insights and tips on building a successful business. 🔁 Repost to your network. Subscribe to: https://lnkd.in/efChkJhd

This is valuable advice. #6 is key. Good support can help you with the rest.

David Prowse CPA, CA, CVA, CEPA, CMAA thank you. Christopher Snider, CEPA has defined a well-respected and effective business exit process, and your clients are fortunate to have your expertise. Does this sound familiar? The reality for many business owners is that the business is not worth what it needs to be worth to fund their personal wealth goals. Exit 'doers' know that they may also face a business that's overly dependent on the Founder/CEO; and few businesses have the Strategic Capacity needed to successfully complete an M&A or similar transaction. This is why business advisors using the Growth-Drive platform are so successful at winning and executing new engagements: the platform supports the entire engagement from biz dev through long-term execution. How do advisor like David do it? How are they able to out-perform? By working in the 3 Dimensions of Business Growth, as you correctly point out, delivering predictable profit, sustainable growth and maximized transferable value. Thanks David! We are happy to help you turbo-charge your advisory business. -George

You can have various goals: maybe double your revenues, sell your business for $X, retire by age Y and move to country Z. Goals are important. Sure, you might reach them anyways if you did not set goals, but you have a much higher chance of success if you take time to figure out what your goals are, and then write them down. Next step, is figure out how you are going to get there. Crossing your figures isn't a business plan (ask a banker about that). Set long-term, intermediate term, and short-term goals. Your shorter term goals should tie in with your longer term goals. In fact, its best to start with the longer term goals first and work backwards. Set up realistic time frames to achieve these goals. How are you going to measure achieving these goals? Who is going to be responsible for achieving these goals, if not you? (As CEO, you can't be the sole responsible person for achieving every organizational goal). Goals should be both financial and non-financial (but measurable). If your time frame to exit is long enough (3 years or more), goals should be both focused on growth and transitioning. Growth goals should incorporate the three main objectives of every business: 1) predictable cash flows, 2) predictable growth, and 3) predictable transferable value (Thank you George Sandmann). Transition goals should be focused on the three legs of the stool: 1) business readiness, 2) personal readiness, and 3) financial readiness. (Thank you Christopher Snider, CEPA and Scott Snider). Not sure how to start? Give me a shout for a free discovery call to get you on the road to growing and harvesting your business wealth. https://lnkd.in/giBxNsR8

How much do you think your mindset influences your outcomes? Two brothers own and run their own small business. We'll call them Brother A & Brother B (catchy, I know!) It's the same business, but they are responsible for different areas. They have exactly the same resources, and the same amount of time, they offer the same thing. Brother B is responsible for 4X MORE business than Brother A. Now, you will point out how different areas could make a difference. You'd be right, they could. But, the areas are close enough to overlap, and there really isn't much noticeable difference between them. ➡ The only real differences are the brothers and their very different mindsets. Brother B is ⭐ very proud of the service they offer, he sees it for the valuable service it is and believes in it completely.  ⭐He knows his value, the worth of his experience.  ⭐He knows his vision, his company ethos and is clear on his goals ⭐He keeps track of the 'needle moving activities' and ensures they are done consistently.  He knows and appreciates that their service is not for everyone, but that it's incredibly valuable to their ideal customers. Brother A 🤞 wants to offer their service to everyone. And believes that because some people are not willing to pay for their service they should lower their prices, a lot.  🤞He doesn't have a vision and is not clear on his goals. 🤞He doesn't know what his needle moving activities are, and waits for customers to "find him". Brother A is running a hobby. Brother B is running a business. And it shows.  In their leads Their customers Their repeat customers Their referrals Their happiness with their business It's all in their mindset. Your mindset doesn't influence your outcomes, your mindset DICTATES them.  P.s Do you have an example of when mindset has helped you in your business? I'd love to hear it. ____________________________________________________

You won't be able to grow and scale your business until you allow your emotional intelligence to shine. Imagine you're a captain steering an impressive ship through turbulent waters. Your crew is skilled, your vessel is sturdy, and your destination is clear. But there's one crucial element missing: emotional intelligence. Just as a ship without a rudder is lost at sea, a business without emotional intelligence is destined to drift aimlessly. You have skills and awareness, but like all your other business skills, you want to enhance your ability and address your blind spots to maximize your results without wasting precious time, energy and money. It is fundamental to your success and longevity. Here are five areas to consider: Self-Awareness: The ability to recognize and understand one's own emotions. Self-Regulation: The ability to manage one's own emotions. Especially fear. Social awareness: The ability to understand the feelings of others being empathic. Relationship Management: The ability to build and maintain strong relationships. Even those challenging ones. Social Responsibility:  Your business interaction with the broader community. What do you want people to say about you?  As you know, much about business success is what happens internally. How you emotionally process the challenges/opportunities that arise. You can't stop having an emotional experience. For example, dealing with fear, consciously or unconsciously. As a business owner, being all-knowing in all areas is impossible. That is why having a mentor or coach who understands the emotional dynamics and how-to of business is critical to making success easier, quicker and with better results. You want to be supported, understood and given tools and techniques to move away from a feeling of being in a state of flux, overwhelmed by stress and wondering WT. Knowing that there will always be the next level of emotional awareness and feelings to address, it never goes away, but so does your ability to expand your knowledge and ability. You are the captain of your destiny. To navigate your ship with confidence, certainty, freedom and control.

Do you want to revive the spark for your business? When you run a business there are so many boxes to tick and it is very easy to get lost in the details of the to-do list. You can feel that you are constantly trying to nail the delicate balance of … • Client attraction creating a marketing strategy that aligns with you … so you can … • Be visible to people genuinely interested in what you do … to create … • Sustainable lead generation and list building – resulting in … • Signing and serving clients and being financially profitable – all the while … • Managing your mindset and keeping procrastination and perfectionism at bay! So quite a lot to do then. The pressure of achieving the above can create friction in your business as you feel as though you need to do all the things all the time, and this can result in … • Lack of clarity due to the inability to make decisions and sticking to them. • Fear of shining your light too brightly – you know you need to be visible, but it can feel very uncomfortable. • You then look outside of yourself for support and inspiration, but this can mean you suffer from imposter syndrome with you trying to do more and more which results in … • Lack of energy and burn out. It is super important knowing where to focus your energy so that you can … • Have clear business goals – that do not move every 5 minutes! • Avoid feeling completely overwhelmed. • Stay the course – it’s a business marathon not a sprint! So, let’s look at the key ways you can stay far away from burning out and manage your sacred energy in your business in relation to your numeric energies. Working with 4 energy (in your chart or in a Personal Year 4) • 4 is the most hard-working number. It is not afraid of hard work. 4 enjoys working hard. It needs to work and apply itself in a grounded way. • This therein lies the problem – as you can work and work and work … and all work and no play make a Life Path 4 a dull business owner (and a super tired one ☹) • This is THE number that will put your head down and crack on for hours – so you will need to take regular breaks from all the toiling and lighten up a little! To speak to Jo if you are interested in working with her through my Bizology® Sessions and Packages – book a call – https://lnkd.in/emsBPz9F

What it takes to be anchored into your infinate success in business is broken down into four major parts. *This picture was me celebrating a my Birthday sober at the weekend. Celebrating my 38th year 🫶🏼🎂 The reason I tell you it was sober is because the first pillar is: SELF BELIEF As someone that had major trauma in my childhood I continuly have to work on regulating my nervous system to feel safe to make fast decisions & be focused. As a ‘recovering people pleaser’ I have to work on my boundaries on what I say yes to. Every successful business owner I know and have worked with has the ability to say ‘no’ as a full sentance & has a inner knowing that every decision is a success as ‘failure’ is just redirection. Honestly tho if I can make multi six figures you can, I promise! Pillar 2: STRATEGY Creating a clear road map for your business is crucial a complete 360° from the first interaction to becoming a client & retention plan for existing clients. Not leaving any of it to chance & ‘seeing how it goes’ I frame work you know works. (This will be unique to you! Not one size fits all.) Which is why it’s so important to work with a mentor that can support you in a bespoke way. Pillar 3: PROFIT From Money mindset, pricing your services, feeling infinitely safe to pitch and close your offers it all boils down to how much cash is left in the business after tax. This is true sustainability. Pillar 4: CREDIBILITY When someone thinks of you and your business brand what are they thinking? [INSERT YOUR NAME] is the go to expert for [YOUR SERVICE] When you align these four pillars your business will be timeless overcoming any ‘trend,’ financial climate this is true ancored success. Are you ready to step into this energy? Join the waitlist to become ‘SELF MADE’ https://lnkd.in/gKnvHUFe

Do you want to revive the spark for your business? When you run a business there are so many boxes to tick and it is very easy to get lost in the details of the to-do list. You can feel that you are constantly trying to nail the delicate balance of … • Client attraction creating a marketing strategy that aligns with you … so you can … • Be visible to people genuinely interested in what you do … to create … • Sustainable lead generation and list building – resulting in … • Signing and serving clients and being financially profitable – all the while … • Managing your mindset and keeping procrastination and perfectionism at bay! So quite a lot to do then. The pressure of achieving the above can create friction in your business as you feel as though you need to do all the things all the time, and this can result in … • Lack of clarity due to the inability to make decisions and sticking to them. • Fear of shining your light too brightly – you know you need to be visible, but it can feel very uncomfortable. • You then look outside of yourself for support and inspiration, but this can mean you suffer from imposter syndrome with you trying to do more and more which results in … • Lack of energy and burn out. It is super important knowing where to focus your energy so that you can … • Have clear business goals – that do not move every 5 minutes! • Avoid feeling completely overwhelmed. • Stay the course – it’s a business marathon not a sprint! So, let’s look at the key ways you can stay far away from burning out and manage your sacred energy in your business in relation to your numeric energies. Working with 9 energy – (in your chart or in a Personal Year 9) • 9 is the highest energy and it is here to serve, heal and love. It has one of the hardest jobs to do, 9’s can be successful, but you need to go in the opposite direction to get there by helping people. • Boundaries need to be the key word – otherwise you give and give and give and people take and take and take to the point you have nothing left … • OR you can become selfish and refuse to help others and then your life and business will not work as 9 energy is service over success. To speak to Jo if you are interested in working with her through my Bizology® Sessions and Packages – book a call – https://lnkd.in/emsBPz9F

Frustration. As a business owner, you know this feeling. It rears its head when you keep seeing the same recurring issues over and over again. Do you want to know why most business owners keep experiencing the same frustrations? Because they think about those frustrations as “problems” that need to be fixed… Whereas they are not actually problems at all. They are SYMPTOMS. And you don’t need me to tell you what happens when you continue to treat the symptoms and not the root causes… It’s a recipe for a lot of wasted money, effort and energy. So why do we do it in business? Why do we erroneously label our frustrations as root problems, and then compound that mistake by searching for quick fixes, easy answers and tactical solutions? Well mainly because it makes us feel good – because we are “doing something”. Even though that burst of activity rarely solves the real problem, we at least get some sticking plasters and temporary pain relief. But the truth is, confusing activity with productivity is a major saboteur of business success. Just because you’re sweating doesn’t mean it’s working. By re-framing how you view frustration, you’ll start recognising patterns that shine light on the root causes – things that need to be fixed AND things that need to be broken in order to get your business working the way you want it to. Here are the three most fundamental questions to ask to help get clarity on the root causes: 1. What are the possible reasons I am noticing these symptoms? 2. What isn’t happening that, if it did happen, would cause the symptoms to either decline or disappear? 3. What is happening that, if it stopped happening, would cause the symptoms to either decline or disappear? Listen to what your frustrations are telling you. Let them help you build the business and life you’ve always wanted. And don’t forget - I'm here to help :) Best Wishes Pam