When it comes to achieving great financial outcomes, getting started sooner is a major contributor to long-term success.

 

That's why procrastination can be such a dangerous thing when onboarding a new client.

 

Each delay in getting back information, providing paperwork or any of those other small tasks that need to happen to put a plan into action increases the likelihood of advice not being implemented in a timely manner.

 

However, procrastination isn't a simple thing. The root causes are often complex and personal.

 

In this training, I'll share a model for diagnosing the causes of procrastination and importantly help you to identify the best course of action for each specific and often unique situation.

 

 

======================================================================

To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

Join our Free Best Practice Portal here > https://success.audere.com.au/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

YouTube: https://www.youtube.com/@stewartbell

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice