We know, we know…you’re wondering, why do I need a financial team? I’m just one person (or just one small business.) I’m not big enough, or important enough for something like this.
Well, let Ten Key, Inc be the first tell you…you ARE big and important enough for a financial team! And what’s more, building a financial team will be the first step in helping you maintain and grow your business and personal financial situation.
When you have a financial team, the professionals you have hired will:
Develop relationships so they can work well together
Unite for YOU and your greater good
Utilize strategies that don’t compete
If you’re a typical individual or businessperson, you likely already have a few of financial team members in your life. But are they working together for you? Have you harnessed the power of these professionals, with their knowledge and experience?
Or are you continually getting conflicting advice, and feeling confused and frustrated when a big financial decision comes your way?
Then it’s time to invite your group of professionals to be part of your team. Start by reviewing your current team, however spread-out or disconnected it may be. Look at all of the financial professionals you currently deal with, and ask yourself these questions:
Do I trust this person?
Do I feel comfortable asking this person questions and getting solid answers?
Does this person provide me with the service and results I deserve?
If the answer to all these questions is “yes,” then this person will be a good recruit for your team. If the answer is “no,” it may be time for a conversation or a cut! Building your financial team empowers you to take a good hard look and make this decision.
Now that you know why a financial team is important, we’ll be taking you to the next step: Who’s on your financial team? Stay tuned!