By (1) ______________ grow (name of your firm)(2)____________________________________________ into (an adjective)(3) ___________________________________ (4) working with clients living in _____________________________________. Your (5) _________________________________________ firm provides these free and fee based services (6) _____________________________________________ to this ideal client (7) ____________________________________________. In general, we measure success by working (8) ______ hours a week, having a team of (9) _____________, AUM of (10)_________ and revenues of (11) ________________. (c) 1994 One Page Business Plan Company. Updated specifically for financial advisors, planners, and wealth mangers, in 2008, Maria Marsala, Certified One Page Business Plan Consultant. Learn what you and your team need to take your business vision statement to the next level at https://www.elevatingyourbusiness.com/coachmaria.com/

Did you know that 97% of New Year’s Resolutions are forgotten by January 31st? If you've found yourself a part of that statistic, as I have, read on for a longer-lasting concept to help you grow each year. If you're ready to kick the concept of a "resolution" to the curb and want something simple and different to keep you focused on your goals for the entire year, create a theme. This concept was designed by Thomas Leonard, CFP, who also founded the first coaching school, the one I attended in 1998. Do New Year's Resolutions leave you less than enthused? Themes are inspirational and help you focus better! Themes are uplifting and inspiring.

There's still available space! When we announced these comp tickets, we got a great response! So much so that I added one more session! Don't wait! Sessions are limited to 24 attendees! http://www.actnowseminars.com/businessvisionstatement/index2.html Did you know that 97% of New Year's Resolutions are forgotten by January 31st? It's sad, but true. By the end of January, most people kick their resolutions to the curb and abandon the path that leads to the change they desire. Have you ever done this? I know I have. Was it because you didn't know where to start? Was it because you didn't have a laser-sharp vision? Was it because you just didn't write it down so that it resonated with

Most people set goals, at least yearly. However, the goals don't stick any longer than the end of January. Any time of the year, setting goals IS the start of a great process. Even better are turning those goals into (many) doable actionable steps that last throughout the year, and then some. Here are 5 ways to create goals that stick and energize you. 1) Define 9 goals that include a number for easy measurement and completion date to keep you focused. Sample: Bring in 30 new clients, 6 each quarter, by 12/15 2) Create 3-5 marketing strategies that you'll execute consistently during the year to help reach your goals. Ideas: make your firm referable, create

I learned a lot when I worked on Wall Street; sometimes, my lessons took me by surprise. The phones on the trading desks often stop ringing right before the Fed releases an economic number. During one such lull in activity, I was chit-chatting with other team members about life in general. "What do you do for fun?" my colleague asked us. I listened to the others talk about what they do for fun. However, I couldn't remember the last thing I'd done that was "pure fun". I instantly realized that I wasn't doing enough to reenergize myself. I enjoyed everything I was doing -- even the long hours. But my colleagues were talking about fun that