“Whatever you do, or dream you can, begin it. Boldness has genius, magic and power in it.”
Inspired leaders lead with long‐term visions for their teams and organizations. A shared vision is how a leader creates a committed and invested team. We all know that advisors in general are mostly focused on their practice only. They mainly care about their clients, themselves, and their family. So why are we talking about having a vision? Because almost everyone would like to be part of a winning team and be part of a community of people with shared principles and values. People want to know that others around them are also committed to excellence and that the team, division, or firm has a vision. Where are we going? How will we get there and why are we doing this?
Before you can create a vision for your team or firm, you need to become very clear about your personal vision, your values, and your principles. You need to answer the question, “How will everyone benefit if we achieve this vision?”
Vision needs to be shared. As an advisor you need to start with your vision. It could be the vision of a small wealth management team of three, a partnership, or the executive office. But whoever the stakeholders are—everyone must be committed to that vision for it to stand a chance of becoming fulfilled.
Until you truly believe and envision what your business, team, office, region, or firm should be, you're sailing without a rudder. You will likely ...