Can an Advisor Be Too Agile?

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The ability to adapt to any client need and respond appropriately is a core trait of a successful advisor, promoting customer loyalty and increasing engagement value.

I’ve seen for many years that the most successful advisors facilitate effective change rather than simply consult, using their agility to deal with both short and long-term client needs. With agility becoming the new norm, advisors are no longer going to be able to rely on a scripted approach but will have to pivot as the circumstances dictate.

Agility may be one of the latest buzz words, but it’s with good reason. The benefits of organizational agility are clear, 70 percent of agile businesses rank in the top quartile of organizational health according to the McKinsey & Company article ‘Why agility pays?’

This article outlines the 10 management practices that differentiate the most agile companies, which I believe could just as easily translate to successful business advisors:

  1. Role clarity
  2. Top down innovation
  3. Capturing external ideas
  4. Process-based capabilities
  5. Operationally disciplined

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About James Mason

James Mason

James Mason has been managing director of Mindshop since 2000, where he oversees the advisory training, coaching, resources development, and growth needs of business leaders and advisors.

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