Capital Advisory Group - March 2018

This month, we’re back to introduce another amazing part of Capital Advisory Group, Margrit Hamilton. Margrit has been in the finance world for over 22 years, and we’re so happy to have her expertise at our firm. Here’s Margrit’s take on her role and what she loves most about it. I majored in accounting in college, and I love working with numbers and organizing data.Maybe it’s because I’m a Capricorn — everything has to be in its place and add up. After my former supervisor retired and sold the business, I was looking for a new opportunity and got connected with Capital Advisory Group. It’s like it was meant for me. What I love most about my job is helping people. From the moment you walk into our firm, I want you to feel comfortable. As your first point of contact, I’ll be here to greet you with a smile, a handshake, and answers to any questions you might have. In this business, you’re constantly learning, which means it’s never boring. I have the pleasure of talking to so many different people every day. We work as a team, and that also makes this a great place to work. Jeff, John, and Laurie are so patient and easy to work with that they make coming to work a joy.Their vast knowledge makes it a great experience for our clients, and I’m grateful to work alongside them. After work, I’m a homebody. I like to be at home with my husband, and we enjoy our quiet nights in. I love reading, especially mystery novels.Working out is another passion, and I enjoy finding different ways to stay fit, whether it’s a workout class or a walk outside.Most of all, I treasure time spent with family and friends. THE PERSONWHO WELCOMES YOU WITH A SMILE

The first quarter of 2018 is rapidly coming to an end. What steps have you taken to achieve the goals you’ve set for your business this year? How much progress have you made? Have you already logged a string of successes, or are you struggling? Business owners and entrepreneurs set their sights on a number of goals every year.The problem is that a lot of those goals are left unaccomplished due to flaws in the planning stage. Here are some common goal-setting mistakes. • Setting goals that are too lofty or unrealistic • Not taking the proper steps to see goals through • Not working together as a team to achieve goals • Not defining the goals in a way you, and anyone in your organization, can clearly understand • Not having a tracking system in place to monitor and review progress As you work toward your goals, it’s critical to celebrate the smaller milestones along the way. Recognizing achievements keeps your team energized and motivated. As part of the celebration, discuss what still needs to be done to accomplish big-picture goals. If you find yourself or your team falling short of expectations, use this as a learning opportunity. Evaluate your progress and see if you can identify any roadblocks. Did you give yourself and your team enough resources? Were goals miscommunicated? Did changes in your business, your community, or the economy affect your goals? How can you get back on track? If you need to make changes or recalibrate — do it! The longer you wait to adapt to changing circumstances, the longer it will take to find the right course. Even the best-laid plans can be disrupted by unforeseen circumstances. It’s up to you and your team to embrace change. It’s not uncommon for marketing strategies to evolve over the course of a year. You may discover that certain aspects of your referral campaign aren’t working. Trimming the fat isn’t necessarily easy, but taking the time to do so will set you up for better results in the long run. Don’t be afraid to make decisive cuts. If a strategy or a goal simply wasn’t a good fit, say goodbye and revisit it later. For now, take some time to review your Q1 progress. What do you need to do to make Q2 — and the rest of 2018 — a smashing success? When Many Businesses Fall Short, Here’s How You Can Succeed ARE YOU KEEPING UPWITH YOUR BUSINESS GOALS?

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