What if I told you that your business plan only needs one page?
If you’ve been struggling with your planning process, you’re not alone.
Advisors waste thousands of dollars in lost opportunity on creating a lengthy, complex business plan that takes months to prepare and minutes to discard on the shelf. We’re not using it to do business because instead, we’re excusing ourselves with staying busy.
That’s about to change.
A recent Harvard Business Review survey of executives indicates
that most executives report making approximately six major strategic decisions per
year. Focus your planning efforts on making those six decisions. All of the rest of
the decisions in your company will be much easier.
How do you simplify the planning process? Start with a quick assessment of what’s
working and not working in your company.
In 2022, we’ll be doing this with 100 other advisors. Are you going to be one of them?
Are you ready to set goals and create a plan for them, instead of another aimless year filled with busy work?
The good news is, this entire process will only be one page, and we’ll be done in your first draft in
60 – 90 minutes. Reward yourself with more of your time back!
But How?
We’re here to guide you through it.
Many advisors struggle writing an impactful plan due to both writer’s block and implementation strategies. We have templates that can help you start in minutes. Not hours, days or weeks. This system works because
The One Page Business Plan Is:
Documented.
Understandable.
Easy to Write.
Easy to Update.
SO WHAT’S THE NEXT STEP?
Complete the Foundation 2022 Surveys
To start, you’ll need to get to know what works, and isn’t working, in your business. This begins with 5 Assessments.
Personal Assessment
We’ll begin to understand what works and isn’t working for your mental health, relationships at work, life outside of work, plans for retirement, stress level, sense of community, etc.
Practice Management
We’ll evaluate what works in the practice management area of your business, such as admin support, accounting and software, proposal software, computer hardware, financial profits and overall cash flow, etc.
Your Marketing Program
We’ll be honest about the efforts that are working in your marketing programs, such as a profile of the ideal client, well-defined marketing niche, compelling product, COI, etc.
Your Sales Process
We’ll have you rate your sales process and evaluate items such as prospect qualification, effective fact-finders, effective use of specialists, ability to deal with objections, etc.
Your Closing Process
We’ll have you reflect on your closing process from several perspectives, such as defined and consistent closing processes, knowing when to close, confirming client expectations, payment processes, etc.
Without these, you’ll be stuck in a loop of inspiration and deflation in your momentum to keep going.
So what are you waiting for? Let’s get started.
About Instructor
Course Includes
- 5 Lessons
