Is Your Business Running by Default? Uplevel It "By Design" -- Your Design -- Using the 21st Century System, the One Page Business Plan®
What's On Your Plan for More Business Succe$$?
A majority of companies (and departments) need something to help them set priorities, focus, and put what's in their heads on paper (where it can do them a lot of good!). They don't need a 40-page plan that will gather dust on a shelf. They need something they can use daily to guide their business to more success. They need a one-page plan and an accountablity system for executing their plan and monitoring their results.
How would you 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.
Who Should Attend
- You're an independents financial advisor, agent, accountant, or business owner.
- You've been in your area of expertise 1-30 years.
- You're focusing on growing your business in the next year.
- You're building or strengthening your support team.
- Or you're ready to create a succession plan.
Get Result$
Strategic Planning on Steroids Summit is designed to turbo-charge your business by giving you the tools to set better priorities, market more consistently, and run your business more effectively. Our 5-part value-packed program helps you reach the 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.
Your Investment
$399 per person - For the 4-hour program with audios of the program on June 7, 2012 at 9am PST / 12pm EST
Take $50 your already affordable investment! Use coupon code PLAN at check out!
During the summit you will:
- Create a new business vision that help you make better decisions.
- Design a mission statement that attracts clients to you.
- Discover the most important goals and strategies for your business growth during the next 12 months.
- Create an customized action plan that propels you forward.
- Increase the focus and productivity of your team.
Let me break it down for you, part by part:
PART 1: 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 two visions: one based not only on "the now" (important, but not enough) and one long-term vision, too. Together these visions provide a rock-solid foundation for business growth.
PART 2: 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 3: 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 a spreadsheet that allows you to track their progress. (Note: our online tracking system is not included in this offer. Pay for that separately if you wish to purchase our enterprise system, too.)
PART 4: 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 key initiatives worth your time and effort.
PART 5: 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 a specialized to do list to keep track of your actions, too. Then execute tasks on a day-by-day basis.
Your Investment
$399 per person - For the 4-hour program with audios of the program on June 7, 2012 at 9am PST / 12pm EST
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.
Your Investment
$399 per person - For the 4-hour program with audios of the program on June 7, 2012 at 9am PST / 12pm EST
Take $50 your already affordable investment! Use coupon code PLAN at check out!
Yours: $757 in Resources
- Strategic Planning Video: One-hour video/audio overview of the process. A $79 value
- Business Evaluator: Our famous assessment used to quickly evaluate your business in less than 20 minutes. A $199 value
- Templates: You'll use our templates during the class to develp your plan. Afterwards, I'll send you other templates -- such as a mini-sales budgets, sales calculators, performance scorecards, and sample plans, too. You'll get a CD after the program, too! A $79 value
- You'll have 7 days (starting the day after the Summit) to email me questions about YOUR plan, as you finalize it. You will receive a private email address to connect directly with Maria A $150 value.
- You'll have a 30-minute phone or Skype session with Maria, schedule to occur within 14 days of the programs ending. A $250 value
And of course you'll attend the 4 hour session and get your plan done!
A Personal Note From Maria
If you're like many advisors or business owners, you haven't created a strategic growth plan 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 the key initiatives worth your time and effort.
- 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 what you need to create a solid draft of your strategic plan.
Bring your laptop, leave with a solid draft ready to execute!
--Kee Nethery, CEO
Kagi, Berkeley, CA
--Jodi Macko, Senior Florist
Woodland Florist, Duvall, WA
Choose Your Date And Time
New program coming soon. Email us your interest and tell us what time of the day is best for you
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!
Questions? Contact Maria by phone, email, or Skype
About Our Programs
Our programs are jam-packed with transferable strategies, tactics, and inspiration that will help you be more successful. They never contain pie-in-the-sky strategies or get-rich-quick schemes. Instead, we speak candidly about practical strategies and actionable tactics that are easy to implement and achieve result$.
Unsolicited Testimonial
"Maria, I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning."
Monica Barnard, APA, CEBS
Barnard & Associates
Strategic Planning on Steroids Bootcamp
Complimentary
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