22 December 2018

An Easy 2019 Plan For Independent Advisors / RIAs

2022-08-07T16:12:14-04:00December 22nd, 2018|Strategic Planning|0 Comments

Do you want an easy way to plan for 2019?  What if I told you there’s a way to create a business plan in just 5 steps, with very little writing required? It’s true.  I’ve been teaching this planning system for years and I use it myself and for all my private coaching clients. I’ve also presented this planning strategy to hundreds of business owners over the years, and now you’re invited to view this workshop—for free! I call it “Working Smarter: How to Create a Strategic Business Plan in 5 Steps” ====> View this video. Have a pen and paper ready to create your business vision and take notes: https://eyb.easywebinar.live/registration-2 So, go ahead, make planning

29 April 2018

Advisor Succession Planning – Do No Harm To Your Family, Clients & Legacy

2022-08-07T16:15:28-04:00April 29th, 2018|Strategic Planning|0 Comments

Make Yours Happy A study released by the FPA and Janus Henderson reveals that 60% of advisors who are within five years of retirement have no exit plan. It’s the story of the shoemaker whose children need their shoes fixed. If you are part of the 40% of advisors who have a plan, make sure it has compliance approval and will past the muster of regulatory agents.  That might mean that you pay for a once over of your plan by a compliance consultant or lawyer who has a background in dealing with succession cases.  Better now than having problems later. Let’s face it: None of us wants to do this work. We’d like to live forever, but reality

15 November 2012

FREE Webinar: Create a Business Vision For Focused Growth 2018

2022-08-07T17:42:54-04:00November 15th, 2012|Strategic Planning, Trainings - Podcast/Webinars|0 Comments

Secrets to Business Planning Success It propels you forward every day. Your Business Vision Statement defines focus areas for your overall success plan and uncovers elements crucial to the growth of your business. It is the first thing you create when you write a business and marketing plan. This secret weapon helps successful entrepreneurs make more money, even during a moody economy.   In This No-Cost Business Vision Statement Session: Discover the 5 most important questions you must answer about your business, department, or career to create an effective strategic business plan. Learn the #1 vision statement secret that attracts more and better clients, regardless of the state of the economy. Complete a draft of your

12 May 2012

Webinar: 5 Solid Steps To Increased Success: One Page Business & Marketing Plan

2022-08-07T17:43:02-04:00May 12th, 2012|Strategic Planning, Trainings - Podcast/Webinars|0 Comments

In just 8 hours of instruction, gain the FOCUS and ACTIONABLE information you need to CHANGE your business IMMEDIATELY. Solid Steps to More Business Success Do any of the following apply to you? -- Your profit doesn't measure up to the work you're putting into the business -- You are fed up with "putting out fires" and feeling like you don't have enough hours in a day -- You're frustrated and know that you need an effective planning and execution process to achieve results--every day If you answered "yes" to our questions, read on... "After working with Maria for just three months, I tripled my monthly income. Usually, after tax season, I have to look for

24 January 2012

Free Watch n’ Listen: Profitability Takes A One Page Plan

2022-08-07T17:43:05-04:00January 24th, 2012|Strategic Planning, Trainings - Podcast/Webinars|0 Comments

If you know that you need some sort of plan, but you don't need a 40-page plan because you're funding your own business or independent career, you've come to the right place.  If you need some sort of roadmap to help you MAKE more money, improve productivity, better manage your company or department, hire the right people, and attract great clients, then the One Page Strategic Plan® is just what the business doctor ordered! You'll impact your bottom line when you look at effective ways to turn business problems into opportunities. As you develop your roadmap to success you'll learn how to grow your business in the most profitable ways possible. And you'll avoid costly mistakes,

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