Conclusion Ten Signals of a Successful Reframe

You’ve made it to the end of this book and, if you’ve been working the program as you go, very possibly the end of the reframing process for yourself and your firm. The question now is, how will you know if your reframe has been successful?

Like smoke signals that are used to communicate from a long distance, there are also signals that will appear after you’ve engaged in the reframe process that will provide you with insight that you are making progress on your reframing journey. These are universal signals for which you can be on the lookout, regardless of your particular reframe.

Then, there will be those signals that are unique to your firm and its particular reframe. This chapter provides guidance on both types of signals, describing what the common signals of success are as well as how to develop a list of customized signals to help you know that your unique reframe is going well.

But first, let’s talk about this notion of an end to the reframing process. While it is true that there are five clear steps to reframing your wealth management firm, the truth is that reframing is an ongoing journey. It’s about dialogue as much as it is about destination. The process of reframing is really one big feedback loop between your firm and your clients that should continue over months and years. This dialogue between you and your clients (as well as between you and your network of advocates) will enable your firm to continue to evolve ...

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