fbpx
Menu Close

You Have To Love Those Planning Days

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