fREE sEMINAR

Grow YOUR business--in a MAJOR way--in 2012.
Master the 2 MAJOR Keys For Success.

Is This You?

If you don't need a 40-page plan because you don't need to be funded, but you do need some sort of plan to help you MAKE more money, then the One Page Strategic Plan is just what the doctor ordered.

See for yourself. Answer these 6 questions:

  • Are you ready to focus on what really matters and set clearer priorities that keep you reach bigger result$?
  • Would you like to have a plan that holds you accountable for result$?
  • Does success mean having all the high-quality clients your business can handle?
  • Do you want to be fully confident that you're spending your time wisely?
  • Would you like your team to know exactly how to help you explode your business growth?
  • Do you understand why it's important to differentiate yourself from your competition in your firm or industry?

If you answered YES to any of the questions above, it's time to get hyper-focused on result$ -- doable with our results based planning process that fits on just one page.

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Economy Proof Your Business

Strategic Planning on Steroids Summit is designed to turbo-charge your business by giving you the tools to focus, set better priorities, and market more consistently.

Our 6-part value-packed program is designed to help you retool your practice/business with a hyper-focus that helps deliver the high-caliber results you desire.

You'll impact your bottom line when you look at effective ways to turn business problems into opportunities. As you develop your roadmap to success you'll learn how to grow your business in the most profitable ways possible. And you'll avoid costly mistakes, gain new insights, focus on different possibilities, and act to achieve the RESULTS you want -- FASTER than you ever thought possible.

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During the program you will:

  1. Clearly determine all the parts of your ideal client profile to attract higher-quality clients.
  2. Create 3 new business visions that help you make better decisions.
  3. Design a mission statement that answers the question "Why should I work with you?"
  4. Discover the most important goals and strategies for your business growth during the next 12 months.
  5. Create an action plan to propel you forward.
  6. Refine the skills necessary to take your firm to the next level.
  7. Learn repeatable proven methods for revenue and productivity increases.
  8. Develop your own customized action plan for more growth.
  9. Improve accountability to accelerate successful company strategy.
  10. Increase the focus and productivity of your team.
  11. Enjoy the small group format to maximize individual and peer support.

Let me break it down for you, part by part:

PART 1: Clarify Your Niche and Target Market

Create your tribe. Your ideal client profile (ICP) and niche determine how you'll be marketing. You've heard of the process, now you'll create yours the best way possible. Creating these tools provides the fuel that drives your daily activities. You'll have everything you need -- video, audios, workbook and spreadsheets (in a CD) to create your ICP using our unique marketing process. NOTE: This process will also teach you how to create an ideal strategic partner profile, ideal employee process, ideal vendor process, etc.

PART 2: Solidify Your Vision

Your vision helps you make better decisions. It's short, sweet, and easy to remember. You'll create yours with all the right pieces. In fact, you'll create three visions: one based not only on "the now" (important, but not enough) and two long-term visions, too. Together these visions provide a rock-solid foundation for business growth.

PART 3: Articulate Your Company's Mission

Turn your services and benefits into a results statement and value proposition. Often, these statements become your tag line. They are also used to differentiate your business, create your social networking profiles, write your website copy, and invent elevator speech (for when you network).

PART 4: Define Your Objectives or Goals

In Part 4, you'll learn the 3 most important concepts to remember as you create clear goals and quantitative benchmarks that will be easy to monitor and reach. Your objectives and goals will be understood by members of your entire team and the online system allows you to track their progress.

PART 5: Create Concrete Strategies

In this session, you create your foundation: the values and guidelines that make decision-making easy! Remember, deciding what your company WON'T do is just as important as what you WILL do. Eliminate overwhelm by discovering 9 key initiatives worth your time and effort.

PART 6: Build Your Action Plan

Your action plan is really a three-part process. This session will teach you how create a motivating action plan PLUS provide you with a template to keep track of your actions, too. Then execute tasks on a day-by-day basis.

Expected Results:

After completing the Srategic Planning on Steroids Summit, you will:

  • Clarify where you're taking your business and why you're going in that direction.
  • Be able to effectively communicate what you do and for whom in a way that generates more interest...and -- brings you more high-quality clients
  • Align the results you want with daily actions.
  • Leave with new insights and tools to help you effectively market your practice.
  • Know where your focus will be so you grow your business in the next 12 months and beyond.
  • Produce results that grow your business (career or team).

You'll also learn how to adjust your ideal client profile and strategic plan to changing conditions and take advantage of new opportunities despite the mood of the economy.

Who Should Attend

  • You've been in your area of expertise a minimum of 5 years.
  • You're focusing on growing your business in a major way in 2012.
  • You've outgrown your current business model or it needs some pizzazz!
  • Your ultimate goal, even if it's years off, is to work less and sell your business.
  • You're building or strengthening your team.

Teams

Many firms recognize the need for new business development. They don't have a strong sales culture but that's just what's needed to court new business and support a client base. This methodology provides a firm and it's team member's with the tools to strengthen their sales culture by clarifying and strengthening their roles.

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Yours: $1278 in Resources

  • Determine Your Ideal Client Profile and Niche CD: Refocus your marketing efforts on your Ideal Client and reap dual rewards of time and money! Includes 3 audios, workbook, and spreadsheets. (A $499 value)
  • Strategic Planning Video: One-hour video/audio overview of the process plus our famous Business Checkup Assessment to complete and bring to the session. (A $79 value)
  • Two Business Plan Workbooks and One CD Workbook and CD with templates, worksheets, mini-sales budgets, sales calculators, performance scorecards, and sample plans. Provided at the workshop, along with a binder and worksheets. (A $100 value)
  • Point, Click, Plan!TM: Software to make planning easier. Create a rough draft of your plan in 90 minutes. (A $200 value)
  • Follow-up EduCoachingTM: A one-hour 1:1 session to fine-tune your plan available within 7 days of the workshop. (A $400 value)

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A Personal Note From Maria

If you're like many business owners or executives, you've thought about creating a strategic growth plan but haven't because:

  • you think the process is complicated,
  • your staff won't use it,
  • planning might stifle your creativity, or
  • everything will change, so why plan?

It's time to kick procrastination to the curb! Master an exciting step-by-step process that links five crucial business-building concepts: brainstorming, planning, execution, accountability, and results.

Listen, two heads are better than one! You bring your vision, passion, and industry knowledge. I'll contribute my extensive business expertise, arsenal of resources, and love of marketing to the mix. The end result? You leave with a strategic plan that contains a focused action plan -- your road map for success.

And you'll experience firsthand the critical relationship between creation, execution and peace of mind!

P.S.: Enroll today and I'll immediately put your resources in the mail. Start using them right away to change the way you do business. Then, at the workshop, we'll take whatever you created and move it up the stairs of success. Enroll today.

This Program Can Change Everything!

  • Learn to see (and manage) your advisory practice for what it is -- a viable business and your nest egg, too.
  • Create a tailored roadmap with clear goals and quantitative benchmarks using a one-page approach to strategic planning.
  • Effectively address and monitor the near- and long-term needs of your firm.
  • Eliminate overwhelm by discovering 9 key initiatives worth your time and effort.
  • Brainstorm with your peers and discover new strategies to move quickly from concept to reality. Get your questions answered by Maria, too.
  • Learn how to adjust your strategic plan to changing conditions and take advantage of new opportunities despite the mood of the economy.
  • You'll know the secrets to increased productivity, higher revenue, and deeper relationships with clients.
  • Walk away with a solid draft of your strategic plan -- printed and ready to use immediately.

Bring your laptop, leave with a solid draft ready to execute!

"...you provided much information and clarification that helped me refine my strategic plan. Your personal insight and input was greatly appreciated."
--Kee Nethery, CEO
Kagi, Berkeley, CA
"... an educational, thought-provoking and fun business day!  The marketing strategies you recommended are both affordable and doable. Your style makes it very easy to ask questions and learn from."
--Jodi Macko, Senior Florist
Woodland Florist, Duvall, WA

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About Your Fearless Planning Leader

An unstoppable entrepreneur, Maria began selling AVON at age 14, landed at Merrill Lynch on Wall Street at age 17, and shattered the glass ceiling by age 21.  Fiercely determined and keenly insightful, she became a bond trader at Reynolds Securities when female executives were as rare as pink diamonds.  Maria spent the next 20 years trading, streamlining corporate operations, and dispensing advice that made and saved millions of dollars for her employers:  Bear Stearns, Fundamental Brokers Inc., and Carroll McEntee & McGinley. While there, her gifts as a mentor transformed secretaries into traders.

In 1998, Maria created Elevating Your Business, a company dedicated to helping financial advisors find more clients, improve revenues, increase productivity, and bring work-life balance to their lives.  Is your business serving your life and your dreams?  Contact Maria today and take the first step toward freedom, fulfillment, and a sparkling quality of life!

Bring This Workshop To You

Train your team and save. Ask Maria to facilitate your next company, association, or nonprofit retreat. Savor sweet success as your entire team quickly grasps our methodology. Ask Maria to customize a program at your location.

Ask Maria To "Do It For You"

Complete your plan as Maria sits across from you either in person, via Skype, or phone. You answer her clarifying questions and approve what she writes. End result is a Strategic Plan on Steroids, ready to execute.

Contact Maria at 425-440-9659 and let her help you create your plans today, so you can start executing them tomorrow.

Questions? Contact Maria by phone, email, or Skype


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Elevating Your Business, 19906 Hamilton CT NE, Suite A,   Poulsbo, Washington, 98370             


© 1998-2012 Elevating Your Business.com    We are a business and executive management, planning, coaching, and training company focused on helping financial sector leaders earn more, serve more people, and not sacrifice themselves in the process!


Disclaimer: The user experiences displayed on this site are a small sample of the hundreds sent to us through emails or letters by people who have been the customers of Elevating Your Business. However, in compliance with FTC rulings, we cannot guarantee that these results are typical. Our best recommendation is that you try our program for yourself.