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Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  



Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.


For many small business owners, the day-to-day battle of running their business is so intense, they are not able to see if they are winning or losing. I’d argue that many don’t have the opportunity (a.k.a. outside support and mentoring) to see how they are doing from a General’s point of view, despite their rank. They end up just like the soldiers—unsure of where they stand.

At Integrated Financial Group (IFG), our focus is to provide the support, skills, services and business coaching financial planners need to run a successful independent practice.


In January, every one of our independent members was invited to attend the 14th Annual IFG Retreat. The theme was: Dawn of A New Era: What’s Your Plan? 


And yes, it was a retreat: a time to step into an elevated position and measure progress from a General’s point of view. It was also a huge success, as our wealth managers and planners walked away with new strategies to implement, and gained the necessary perspective to make decisions that will positively impact their practices.


In an ever-changing regulatory environment, it’s critical to understand the required steps to help protect our clients and our livelihood. We heard from industry warrior and LPL Executive Andy Kalbaugh (left, with CEO Don Patrick), who discussed the DOL Fiduciary rule, LPL Financial’s solutions for financial planners, and the opportunity that lies ahead for the truly independent. John Hancock’s Geoff Nance shared insight on Communicating Your Value To Clients, Dimensional Fund Advisors’ David Green dug into Advisor & Practice Survey Intelligence, and our panel on Better Serving Your Aging Clients Through Proactive Planning led by Brandi Hackett of Life’s End Logistics, and Melissa Benton of Atlanta Senior Advocates was invaluable. One of our founding members, Hank Cleare, CFP®, of Financial Strategies Group (Atlanta and Fort Lauderdale) coordinated this session for us, and it was definitely a favorite!



Additional breakout sessions were designed to be interactive with Q&A, peer-led discussions, and opportunities to share personal take-aways. Our more tenured planners imparted wisdom to new advisors, and younger planners brought fresh ideas to the table that energized everyone.


This Retreat allowed advisors to determine where they are on the battlefield, and to get a plan for moving towards victory—a General’s point of view.


Mission: accomplished.


Today, these same men and women find themselves back in their offices, loaded with actionable ideas that will help them work with confidence in this new era of financial planning.

Simply stated, I think sometimes you should retreat before pressing on. 

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