WHERE TO NEXT

??ENGAGE: Strengthen Client Connections with Intention Your business runs whether or not you have a formal engagement strategy. But client relationships thrive when engagement is intentional—when it’s aligned with everything else you do. By the time you reach ENGAGE, you’ve already simplified, clarified, aligned, and listened. Now, it’s about bringing it all together—so it works in harmony. Yet, most client relationships aren’t in sync. Only 29% of clients feel highly engaged with their financial advisor (J.D. Power). That means most aren’t just disengaged—they’re disconnected. ENGAGE is an opportunity to step back and consider: ? What does meaningful engagement look like for you? ? How well do your current client interactions reflect what matters most? ? Where might small adjustments make a big impact? ?? Here’s a strategy to try: ?? Look at your last 10 client interactions. ?? Do they reflect your priorities, or are they mostly reactive? ?? Identify one small adjustment to bring your engagement in better alignment with everything else you’re building. Because when engagement is intentional, when it reflects everything else you’ve built—that’s when it sings. ?? ? Not sure where to start? I have tools ??? that can help guide the process. Let’s connect and check in on how your engagement strategy fits into the bigger picture. #SCALEFramework #ENGAGE #ClientEngagement #BusinessGrowth #MakeItSing

?? LISTEN to foster trust. Do your clients feel heard? Or do you find yourself answering the same questions over and over? What about your team? ?? Active listening improves client retention by 30% (Source: HubSpot). When feedback loops are broken, you risk losing trust and missing opportunities. The Listen step of S.C.A.L.E. helps you strengthen communication by refining feedback channels and creating a culture of understanding—so your clients and team feel truly heard. ?? Here’s a strategy to try: ?? Schedule time this week to ask your clients or team for feedback. ?? Focus on listening without jumping in to solve or respond immediately. ?? What new insights do you uncover? ? Not sure how to structure the conversation? I have tools ??? that can help guide the process. Let’s connect and get you equipped to build stronger feedback loops. Then, we can check in to discuss what you uncover and how to use those insights to improve your relationships. #ClientSuccess #ActiveListening #CommunicationSkills #FeedbackMatters #SCALEFramework

? ALIGN your efforts to your goals. ? Do you ever feel like you and your team—or even just your own efforts—aren’t quite pulling in the same direction? Misalignment doesn’t just slow progress; it can lead to frustration, missed opportunities, and lost momentum. Gallup research shows that misaligned teams can lose up to 25% of their productivity. For financial advisors, that could mean fewer opportunities to deepen client relationships or grow your book of business. The ALIGN step of S.C.A.L.E. is about more than collaboration—it’s about ensuring every action connects back to your goals. When roles, efforts, and priorities are in sync, progress feels natural, not forced. Here’s a strategy to try: ??? This week, take 15 minutes to revisit your goals. Are you spending your time in ways that directly support them? If you work with a team, ask: “Does everyone feel clear on how their efforts contribute to what we’re trying to achieve?” Small adjustments can make a big impact. ? Ready to strengthen alignment in your business? Let’s connect and explore Where to Next. Together, we’ll refine your focus and fuel meaningful progress. ?? #BusinessAlignment #StrategicGrowth #FinancialAdvisors #SCALEFramework

?? CLARIFY priorities to create focus. ?? Do you ever feel like your goals are a moving target? ?? When goals keep shifting, it’s hard to know where to focus—or how to make meaningful progress. Research shows that defining clear goals can improve productivity by 20% (Source: Gallup). With the CLARIFY step of S.C.A.L.E., you can define clear priorities and create a plan to achieve them. Clear goals don’t just guide your actions—they align your team and help everyone move forward with purpose. ?? ?? Here’s a strategy to try: ?? Take five minutes to write down your top three goals for the next quarter. Are they specific, measurable, and tied to your bigger vision? If not, what would make them clearer? ? Need a little help to get started? If you're asking, "Where to Next," I have tools to guide you through the process. Let’s connect and get you equipped to clarify your goals. Then, we can check in to refine your plan and ensure it turns into real progress. ??

?? SIMPLIFY to reclaim your time! ?? Ever feel like your day gets swallowed by tasks that don’t move your business forward? According to Kitces Research, financial advisors spend up to 40% of their time on administrative tasks. With the Simplify step of S.C.A.L.E., you can break free from the cycle and reclaim your time. The first step? A simple time audit strategy: ?? For one week, track how you spend your time in 30-minute increments. At the end of the week, look for patterns: Are there tasks that eat up more time than you realized? Could you delegate, delay, or eliminate some of them? ?? What’s one task you’d love to spend less time on? Drop your thoughts in the comments—I’d love to hear from you! ? Ready to take control of your time and focus on what truly matters? Let’s connect and explore Where to Next—together, we’ll create the clarity you need to move forward. ??

?? Introducing S.C.A.L.E.#! ?? Overwhelm is the #1 challenge I see financial advisors and business owners face. It’s not that you’re missing the pieces—it’s knowing how to fit them together. It’s not that you lack drive—it’s finding the clarity to focus where it matters most. That’s why I created S.C.A.L.E.—a step-by-step process to cut through the noise, uncover what’s holding you back, and take meaningful action. ? SIMPLIFY: Take a step back, reassess your current state, and reconnect with your core purpose. ? CLARIFY: Define clear goals to focus your energy and create a plan of action. ? ALIGN: Make sure your efforts and resources are working together toward your goals. ? LISTEN: Stay open to feedback and insights that refine your direction. ? ENGAGE: Build commitment and momentum to sustain success. Over the next five weeks, I’ll share insights, strategies, and tools to bring S.C.A.L.E. to life. ?What’s one area in your business where you could use more clarity? Let me know in the comments or DM me if you’re ready to explore what’s next. Together, we’ll create clarity and momentum to move your business forward. ??

Wow! We’ve hit more than 30 followers on day one. Thank you for joining the WHERE TO NEXT journey—your support means the world! Stay tuned for insights, tools, and strategies to help you move forward with confidence.

I’ve spent years helping businesses untangle complexity, regain focus, and take their next step with confidence. Now, I’m channeling that experience into something new: WHERE TO NEXT, a company dedicated to helping financial advisors and business owners navigate their next move—big or small. At the core of this work is S.C.A.L.E.—a step-by-step diagnostic designed to cut through the overwhelm and uncover what’s holding you back. It’s all about simplifying processes, clarifying goals, aligning efforts, listening to what matters, and engaging teams to create momentum. This isn’t about reinventing your business—it’s about discovering the clarity and tools you already have to move forward confidently. Over the coming weeks, I’ll be sharing more about S.C.A.L.E., so stay tuned! To those of you who’ve known me for a while: It’s great to be back in action. I’m excited to share this next chapter with you—and to help others find the clarity and confidence they need to take their next step forward. ?? If you’re ready to figure out what’s next for your business, let’s connect. I’d love to hear about your journey.