How can you develop a strong sense of vision in financial services?

3 Share your how

The final step is to share how you will execute your vision, and how you will overcome the challenges and risks along the way. How will you leverage your strengths, resources, and capabilities? How will you collaborate with your team, your partners, and your stakeholders? How will you adapt to changing circumstances, feedback, and opportunities? Your how should be flexible, transparent, and engaging.

4 Involve your team

Developing a vision is not a solo activity; it requires the input, feedback, and buy-in of your team. You should involve your team in the vision creation process, and solicit their ideas, opinions, and suggestions. You should also communicate your vision regularly, and reinforce it with stories, examples, and recognition. You should also empower your team to act on your vision, and provide them with the support, guidance, and resources they need.

6 Review your vision

A vision is not a static document; it is a dynamic and evolving statement that reflects your current reality, aspirations, and environment. You need to review your vision periodically, and update it as necessary. You need to assess whether your vision is still relevant, effective, and motivating. You need to solicit feedback from your team, your clients, and your stakeholders. You need to incorporate new insights, trends, and opportunities into your vision.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?