22 January 2020

How To Create An Advisory Firm Business Plan When It’s The Last Thing You Want To Do

2022-08-07T16:12:00-04:00January 22nd, 2020|1. Mindset - Life Coaching, 2. Management|0 Comments

Creating your first business plan, whether you're new to business or an established advisor starts with introspection and continues with your answers to the 24 business development questions below. I've provided you with questions that will get the process going. If you're in need of funding, answer these questions BEFORE you sit down with business plan software that will walk you through a much longer but necessary process. If instead you need a plan to help you run and scale your business, start by answering the questions below.  Then get on the wait list for my next Create Your Business Growth Plan Masterclass wait-list  to learn how to put everything together and monitor what you've created. 

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13 January 2020

A Must Have “Business Best Practice” For Advisors*

2022-08-07T16:12:00-04:00January 13th, 2020|2. Management|0 Comments

It's a must-have because many other  "business best practices" include questions this exercise answers, too!  The tool is called The F.A.B. Exercise.  F.A.B stands for features, advantages, and benefits. I started using the process I teach you below to help me rename my business. Then as clients needed to name or rename their business or a service they offer, they found it to be very helpful, too Then we started using the same process to name a service, product, ebook, template, etc.  And realized that this is one of my "duplicatable systems".   Now while a system is created to be duplicated, a "duplicatable system" is a system that is used for a specific function and then

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29 November 2019

Quiz: Are You Coachable?

2022-08-07T16:12:01-04:00November 29th, 2019|Teams & Groups|0 Comments

The best time to hire an advisor is when you're ready.  Sounds simple enough, but as an advisor yourself, you know that there is more to being ready that most people realize. I'm sure you've had clients who went through the motions and you knew they wouldn't better themselves.  People who wanted quick fixes when none were possible.  Individuals who wanted to do some of the necessary work but not follow through. Clients whom you just couldn't help because they weren't ready or were running through the paces because they were told it was the right thing to do. So, before you invest in yourself and your business, and the services of a Results Consultative-Coach, it's

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25 September 2019

Great Cost-cutting Tips for Entrepreneurs

2022-08-07T16:12:02-04:00September 25th, 2019|Reduce Expenses|0 Comments

72. Teach & Implement It Online A live event is costly and time consuming for the owner and the attendee. In 2005, I held my first 1-day strategic planning day for a group online. Gone was the cost of the venue, renting technology, food, refreshments, airplane, etc. The cost was the use of a webinar system. I can charge attendees less, too! I taught part 1 and answered questions. Attendees got offline and did the work. I was available by phone/email during breaks. We got back online, provided feedback, and then started part 2. Thanks to: Coach Maria Marsala of Elevating Your BusinessCoach Maria Marsala of Elevating Your Business (that's me, the owner of this blog).

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