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Business And Marketing Plan

Financial Advisors, Planners, Brokers & Managers

Let me give you the strategies and resources you need to create and then execute your plan to grow a more successful business.


Its a plan system that combines your business operations and marketing plan on one sheet of paper

Depending on which statistical report you read, between 11-13% of advisors and planners have a plan for the growth of their own firms. Even fewer have a succession plan.

Chances are that you're part of the majority of advisors who don't have a plan. Yet you do expect your clients to implement the plan or goals you create with them, right?

I expect that like most adivisors you don't have a plan because you don't need a 50 page plan, you think that having a plan in your head is having a plan, or you created a humungous plan and it was too much to exeute.

Now I've taught programs at a college on the 50 page version of a plan and the only reason someone attened the program was because they needed funding for their business. Once they received that funding, the plan became a dust collector and NOT a tool for growth.

Then in 2000, I found a much simplier plan -- a nationally renowed system -- for advisors to use daily to grow your practice.

If your business is struggling to grow, if you run your firm reactively, or if you've gotten way to comfortable with the status quo and you're ready to fast-track your success in the next 12-24 months, then do I have the perfect plan for you!

Key Services

Below are some of the results you can gain by having a simplier plan:

Be a mentor to your clients by creating a plan, too. Having a plan -- that holistically takes into consideration your life and your business -- will also help set your firm or department apart from your competition and help you focus on taking action on things that are most important to the growth of your firm. Click here for more information on the one-page process our advisors-owner clients use to grow their firms.


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Testimonial
"Maria, I got so much more out of your introduction to business planning program than I have gotten from multiple hours of reading and attending seminars on the subject."
Monica Barnard, APA, CEBS
Barnard & Associates


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