Are you a professional? 

Are you a professional? 

What does it mean to be a professional? The textbook definition is: a person who does a job that needs special training and a high level of education. But it’s more than that, isn’t it? Being a professional encompasses many things – from skillset to personality to aptitude. Here are a few common characteristics of a true professional: 

  • Do you learn every aspect of the job or do you skip the learning process whenever possible? 
  • Do you carefully discover what is needed and wanted or do you assume what others need and want? 
  • Do you look, speak and dress like a professional or are you sloppy in appearance and speech? 
  • Are you focused and clear-headed or confused and distracted? 
  • Do you catch mistakes and fix them, or do you ignore and hide them? 
  • Do you remain level-headed and optimistic or do you get upset and assume the worst? 
  • Do you use higher emotional tones: enthusiasm, cheerfulness, interest, contentment; or lower tones: anger, hostility, resentment, fear? 
  • Do you persist until the objective is achieved or do you give up at the first opportunity? 
  • Do you produce more than expected or just enough to get by? 
  • Do you strive to give high-quality service or do you give medium to low? 

These are the questions that separate the professionals from the amateurs. The first step to making yourself a professional is to decide you ARE a professional! Then ACT like one!

At Heritage Wealth, we present a talented group of leaders, advisors, and staff to serve clients and continually improve operations. Our firm has the experience you can count on. Our advisors are professionals governed by the Fiduciary Rule. We use our knowledge and wisdom to make sound investments with your best interests at heart. If you’re ready to join with and invest with a firm whose focus is community and trust – please contact Heritage Wealth Management Group at (757) 321-3725 today. We’d like to get to know you.

9 Keys to Effective Decision Making

9 Keys to Effective Decision Making

Everyone deals with uncertainty in their lives, making decisions is one of the most difficult parts of being human. There are so many factors to consider when weighing your options – no matter the size of your decision. Here are some tips that will help you choose with confidence. 

  • Recognize that you cannot know with 100% certainty that your decision is correct because the actions to implement it are to take place in the future. Just make it and don’t worry about it. 
  • Consider those affected by your decision. Whenever feasible, get them involved to increase their commitment. 
  • Avoid snap decisions. Move fast on the reversible ones and slowly on the non-reversible. 
  • When making a decision you are simply choosing from among alternatives. You are not making a choice between right and wrong. 
  • Be sure to choose based on what is right, not who is right. 
  • Use the O.A.R. approach in decision making. Look at O, Objectives you are seeking to attain; A the Alternatives you sense are available to you; and R, the Risk of the alternative you are considering. 
  • Choosing the right alternative at the wrong time is not any better than the wrong alternative at the right time, so make the decision while you still have time. 
  • Remember that not making a decision is a decision not to take action. 
  • Do not make decisions that are not yours to make. 

At Heritage Wealth Management Group – we do our due diligence to follow these simple suggestions every time we make a decision. That’s why our investors trust us when it comes to important financial decisions. We want each and every client to feel that their financial decisions are important because they are the most important people in our professional universe. You deserve to work with advisors who put your interests first. Get in touch today or contact us at (757) 321-3725