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Are You on Track to Hit Your 2019 Business Goals?

June 2019 
by Julie L. Genjac

With clients taking summer vacations and the first half of the calendar year behind us, June is the perfect time for advisors to focus on their practice. So much of your time is spent with clients, but putting effort into managing your business is just as important.

While your phone is a little quieter, dust off your business plan from the beginning of the year and schedule a team meeting to assess your progress. From reflecting to strategizing, here are the top three things you should address in your mid-year check-in.

1. What have you achieved so far this year?

There aren’t many things that are more satisfying than checking off tasks on your to-do list. Start your mid-year review on a positive note by taking stock of all that you’ve completed in the first half of the year, and how those efforts have benefited your practice. It’s important to recognize what has been accomplished, and to acknowledge those who have worked hard to make those successes possible. This review will also allow you to clearly assess what goals are left to work toward in the second half of the year.

2. What goals need to be modified?

In the fast-paced industry that we work in, change is inevitable so adaptability is necessary. As you look at what you want to achieve next, and based on developments in the first half of the year, are there any aspects of your business plan that need to be updated? For example, you may have gone into 2019 wanting to focus your marketing efforts on a specific type of prospect, but have found more success with a different group of clientele. Being able to pivot your strategy will allow for continued success.

3. What are the priorities for the second half of the year?

Now that you have a new, updated roadmap, discuss what the top priorities are. Whether it’s a small change to improve efficiency within the office or a total revamp of your service model to improve the client experience, focus on the ideas that will have the greatest impact on your business. Strategize with your team about these objectives, including detailing a timeline and outlining who on your team will be responsible for what. Documenting your plan and progress will ensure that your team is on the same page, and working toward the same goals.

Don’t let another month fly by without spending dedicated time with your team to strategize about successes, challenges, and actionable ideas to help you grow your business and deliver an enhanced client experience for the rest of 2019.

Julie L. Genjac
Managing Director, Strategic Markets

Julie L. Genjac is a Managing Director, Strategic Markets for Hartford Funds. She works with Financial Advisors in a practice management capacity, including engaging and educating advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes.

Julie joined the organization in 2018. Prior to joining the company, she was senior vice president, director of practice management & professional development at D.A. Davidson & Co. Julie’s many responsibilities included the creation and implementation of all advisor coaching and training programs to enhance productivity and the client experience. She began her career at UBS PaineWebber and transitioned to become a wealth management financial planner at Wells Fargo. She is a registered representative of Hartford Funds Distributors and is FINRA Series 7 and 66 registered. She holds her WA state insurance license and is a Certified Wealth Strategist, Accredited Asset Management Specialist, and Registered Corporate Coach.

Originally from Bellevue, Washington, Julie attended the University of Washington where she received a bachelor’s degree in economics. She currently lives in Kirkland, WA, with her husband, Nedim.

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Julie Genjac is a registered representative of Hartford Funds Distributors, LLC.

Check the background of this firm/individual on FINRA's BrokerCheck.

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