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
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You