Maybe some of you have talked to my amazing assistant Tessa. If not, you may have seen her name in my post Free Yourself from Your Business. I have always believed in the value of a great assistant: someone who can take on some of those daily tasks so you can focus on the bigger picture and give you the confidence that things will keep getting done even when you’re away from the office.
I was drinking my coffee this morning, asking myself the same question I’ve been asking myself for the past several days: How am I going to make money this month? Or next month?
I’ve been talking so much about freeing yourself from your business that I’m surprised no one has said to me, “Okay, Jim. How? How do I free myself from my business? Because I’m so not-free from my business I can’t imagine how to get there.”
I was recently asked by a colleague how I provide simple solutions for my clients. His theory is that the best services don’t bog clients down with complexity; they provide clear, effective solutions that are easy to understand and implement. I couldn’t agree more; it’s why I’ve been talking about freeing yourself from your business this year. What the vast majority of people I talk to want is to simplify their work and their lives so they can enjoy their time on this earth more.
Someone recently asked me if I ever have bad days. I actually get asked that question pretty frequently. I think it’s because when people see me, I’m usually happy. After seeing me being so positive and energetic all the time, some of them start to wonder if I’m ever anything other than positive and energetic, and that leads them to ask if I ever have bad days.
I got one of those emails last week that makes your day. It was a thank-you note from one of my clients, and in it she wrote, “The business is doing so well, and I have a personal life for the first time in 18 years.”
Look around your office. Do you like what you see? Is your environment organized and inspiring or chaotic and unproductive? Would you want to work for you? Great work comes out of a GREAT environment, an environment that incorporates five components that create a supportive, ordered, motivating workplace.
Strategic planning has the misconception of being time consuming, labor-intensive and intimidating to most small business owners, which makes it an easy task to procrastinate. Even when you do get around to it, having the vision of five years from now tends to be elusive and indefinable as you struggle in the day-to-day scramble of right now. It often-times leaves you wondering how relevant is this to me and is it even worth it?
So often small business owners have insights into their business with great intentions and expectations of implementing them, but it just falls to the wayside of the impatient clients and putting out fires. Everything else becomes more critical than the most important things that will move their business forward.
I had dinner with some clients last week, a husband and wife who own a property management company together. These are people who have a lot of interests beyond their business: He enjoys leatherworking and woodworking; she wants to write a book; they like to cycle and hike and travel. Their business is even in a place now where they can do more of that—but they don’t do as much as they would like.
“I don’t take time off,” the husband said to me at dinner. “I feel guilty when I do.”
I hear it all the time: “When I retire, I’m going to _____.” What goes in that blank—buy a boat, travel the world, spend more time with family, found a charity—is different for every person, but what’s not different is the timing. Everyone seems to think they have to wait until they’re 65 (or older!) to live the life they want to live. For small business owners, the idea of living life feels even more elusive because of worries about how they will pass on, sell or wind down their business.
It’s easy to see why so many small business owners give up on the idea of enjoying life. It seems too hard, too far away, too unattainable. It feels like a dream you will never wake up to.
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Every Winning Team Has a Superior Coach
I hired Jim Roman to be my coach for my business. I not only hired the best coach but also received a staff of coaches to help me with everything from understanding my numbers, improving my marketing and most of all putting together the best team to run my business. Our firm is winning on so many levels, and the best part is that I now have a life beyond my business. I highly recommend Jim if you want to be the cream of the crop in your industry.
Jim Made Me Brave Enough
I was brave enough to build my house at the lake because Jim helped me envision what my life would be like one day, and I wanted it, so I moved to that goal. At one of his Boot Camps I attended, Jim gave us pins saying, “Leading the Way”; helped me realize what a responsibility each of us have as leaders of our companies. We are providing a living for ourselves, our families and our coworkers. The Boot Camp was exactly what I needed to get me back on track, to movitate me and to get me to focus on moving the company forward. He even talked to me about how to build my business to sell it one day if I wanted—and I have sold the business!!! I have had other mentors in my life, but since my dad died I have had no other mentor like Jim. I am always grateful to him.
One of the Best Speakers and Trainers
Jim is one of the best speakers and trainers I have ever seen or heard, and I’ve had the privilege of working with some of the best in financial services over the years. Jim was instrumental in advising me to sell my interest in my former firm and start Financial Freedom Planners. He is very excited about and believes in our vision and mission. He is very smart, extremely dynamic and knows what I do for a living. In addition, he is an expert at networking, developing effective referral partners and relationships. Jim’s advice and counsel have had immeasurable value to me and my startup, especially when I lost momentum at one point.
An Integral Part of My Success
Jim and I have worked together to build a solid foundation for my business. His coaching has been an integral part of my success in my business as he provides an outside perspective that challenges me. I came from a corporate background and wanted to pursue my own business, but I quickly realized that, even with a graduate degree, I didn’t know what I didn’t know about running and managing a small business. Jim has helped me focus my efforts on those critical elements that have made my business successful while increasing my confidence as a business owner. Jim really knows how to drill down to the basics, in particular the foundational aspects of helping business owners break down their business into more manageable pieces, keeping them focused and on track to reaching goals. He is an excellent coach, trainer and mentor.
Jim Truly Cares About Me and My Company
Jim has the ability to bring a new and unique perspective to the majority of the challenges that I have consulted with him on. It is evident that he truly cares about me and my company based on the fact that he offers more than short-term, "quick fix" solutions. His coaching has really helped hold me more accountable to myself so far as my professional and personal goals.