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Live On Site Financial Advisor Coaching Practice Visit Agenda

I’m facilitating a Live On Site Financial Advisor Coaching Practice Visit and here is the agenda

Agenda

  • SWOT
  • Vision, Purpose, Mission
  • Vision – 1 Year, 3 Years, 5 Years
  • Budget
  • Objectives, Strategies, Actions – 90 Day Goals
  • Delegation / Job Descriptions / Virtual Assistant / Review
  • Leadership / Decision / Time Management / Practice
  • Follow Up

Areas Of Business

  • Planning, Projects, Schedule
  • Administration
  • Computers / Systems
  • Financial
  • Marketing A – In House
  • Marketing B – Marketing Funnel
  • Marketing C – Associate Advisors
  • Office
  • Production ( Customer Service )
  • Products
  • Sales Process
  • Team Leadership / Harmony / Conflict Resolution
  • Training