The last day and a half has been Buffer Days which means they have been days to plan and work on the business versus working in the business with clients and speaking.
Planning Meeting Review Points March 12, 2008
Financial
• Pay Off Business Debt from business cash reserves and savings – Yippee!
• Update Budget Cash Flow
• Tax Planning Strategies
Sales
• Review Client and Speaking Opportunities in Attraction Journal and post on White Board
• Write Referral Letter and mail with Removing Your Roadblocks Booklet / Audio/PowerPoint/DVD
• Prepare for “The Circuit” calls
Product Development Day Planning
• Review March – June Calendar to establish Product Development Days for;
o Pro-Seminars Canada Wide Tour
o Streaming Video Upgrade
o Corporate Public Speaking Marketing & Schedule
o Vlog Training
o The Unmet Needs Disease Book Writing
Corporate Public Speaking Marketing & Schedule
• Review Schedule
• Research Mga’s & Wholesalers
• Update Speaking Folio with above Removing Your Roadblocks Booklet / Audio/PowerPoint/DVD
• Send out Speaking Folio and E-Mail/Phone Call Follow Ups
• Publish Articles
• Investigate Strategic Alliance with B.L.
• Speak in the USA
Trade Show Booth – June 1st
Product Development
• Removing Your Roadblocks Booklet / Audio/PowerPoint/DVD
o Laura to complete editing and add power point slides
o Laura to work with Kim to produce DVD
o Simon to advise on book and DVD cover
o Laura to deliver to publisher
• The Circuit
o Kim to complete Sales Page
o Kim to create Auto Responder Site
o Publish in E-Newsletter
• How To Thrive In A Recession Booklet & Audio
o Amanda to transcribe audio to text
o Kim to edit audio
o Kim to publish transcript and audio in E-Newsletter
o Kim to create Sales Page
o Kim to create Viral Marketing
• E-Newsletter
o Simon to write intro that will include The Circuit and How To Recession Proof Your Business Booklet & Audio
o Switch to Every Two Weeks in future
o Continue with Updating Subscribers
• Streaming Video Upgrade
o Confirm date on presentation
o Arrange location
o Hire Videographer
o Forward to Kim for Production
• Pro-Seminars Canada Wide Tour
o Write content – April 1st
• Vlog Training
o Purchase Camera
• The Unmet Needs Disease Book Writing
o Schedule Writing Days
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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