If you haven’t yet read E-myth or E-myth Revisited, as one business owner to another – do it.  It will change your perspective on where your business is going and what it actually means to you.

QSI Brokers is a financial services provider offering both long and short-term insurance and investments related services.

The main challenges faced by QSI brokers are the stringent reporting and compliance requirements introduced by the FIAS and FICA legislation governing the conduct of Financial Service Providers. The Financial Services Board monitors these compliance issues and requires annual reporting with archiving of relevant documents for long periods of time. FSPs should also track interactions (tasks) they have had with their clients and what the outcomes (advice given) on these issues are.

Task scheduling and task management are the key to getting things done.   There is a story about a man who approached JP Morgan, held up an envelope, and said, “Sir, in my hand I hold a guaranteed formula for success, which I will gladly sell you for $25,000.” “Sir,” JP Morgan replied, “I do not know what is in the envelope, however if you show me, and I like it, I give you my word as a gentleman that I will pay you what you ask.”

The man agreed to the terms, and handed over the envelope. JP Morgan opened it, and extracted a single sheet of paper. He gave it one look, a mere glance, then handed the piece of paper back to the gent. And paid him the agreed-upon $25,000. 

Business starts with a Vision and Mission - whether it is a formal statement that has been developed consultatively with staff or the ideal of the entrepreneur who started the business, successful enterprises have an ideal towards which they strive.