It’s so easy to fall into the trap of thinking that all we need to be successful is a blueprint and the right tools. As the owner of an estate planning firm, you can have a great plan in place, but there are distractions everywhere to get you off track. The hard work in running a business is in the execution of your plan. It’s in continually returning to the basics and staying focused on where you’re going and what you need to do in order to get there.
As the owner of your firm, you’re the leader. This means being the person with the plan and being the person who takes charge of executing the plan. Most of the time, you’re more work horse than show horse. It’s your job to set the other people in your office up for success and, when things don’t go so well, you get to take the blame.
Getting your firm where you want it to be begins with making sure your firm has employees in place who are the right people for the job and who are well-trained. Can you be assured that everything you need them to take care of will be done properly so that your clients consistently receive the highest level of service? If not, what steps do you need to take to get your team to this level?
Once you have a great team in place, it’s your job to figure out what motivates you and how to continually motivate the others on your team. Your skills as a leader will be something that you’ll constantly re-evaluate and hone as your firm grows.
The time and energy you devote to planning for your business and executing on those plans are one of the keys to your success.
Sanford M. Fisch
CEO & Co-Founder
American Academy of Estate Planning Attorneys, Inc.
6050 Santo Road, Suite 240
San Diego, CA 92124