Now that we have this lot out of the way, the rest of the week will be easy.
Planning:
• Planning Review Last Week
• Laura & Simon Meeting To Review Our Projects
Business Development:
• Branding & Packaging Expert Hired
Client Care:
• Client Mass E-Mail System Learn
Financial:
• Accounting Answer Questions
• Budget Cash Flow Update
• Financial Planning Review
• Receivables List Review
Marketing:
• Associations Investigate GAMA, IDA, MFDA
• Automated Speaking Follow Up System
• Fall Public Speaking Dates Review
• Financial Advisor Speaking Bureau Investigate
• July 15th E-Newsletter Complete
• Live 2008 Workshops & Retreat Discuss Dates and Create Marketing Material
• New Hard Copy E-Newsletter Proof
Technology:
• New Computer System for Laura Purchase
• Voice Recognition Learn
Training:
• The Power Within Consider
Personal:
• Barbeque Investigate
• Purchase Books For Holiday
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You