You've probably set your sales goals for 2013 by now. But what about your plan to achieve those goals? Do you know how you'll overcome the kinds of challenges that face most financial professionals?

Consider, for example, these potential roadblocks, which are top of mind for most financial professionals I talk to around the country:

  • Staffing. Challenges include affording technical experts or those with expertise, having sufficient staff and hiring people who share your vision.
  • Pricing. Knowing how to price and transitioning to a fee-based model are common concerns.
  • Differentiating. What differentiates you from your competition? How do you articulate your value?
  • Balancing growth. How do you manage your business when it's constantly changing? How do you find the "right" clients for your practice and manage revenue? 

These are all tough challenges, but you can possibly overcome them with these five steps:

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