Grow YOUR business--in a MAJOR way--in 2012

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.

No Travel Required Button

Who Should Attend

  • You're an independents advisor, business owner, or executive.
  • You've been in your area of expertise 1-30 years.
  • You're focusing on growing your business in a major way in 2012.
  • You're building or strengthening your 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.

Workshop Schedule

We're offering 3 Strategic Planning on Steroids Summits. Order the program at the best day and time for you from the list below:

Choose Your Date And Time

  • Tuesday, February 21 9:00am to 1:00pm PST/ 12:00pm to 4pm EST
  • Tuesday, February 21 2:00pm to 6:00pm PST / 5:00pm to 9:00pm EST
  • Wednesday, February 28 4:00pm to 8:00pm PST / 7:00pm to 11:pm EST
  • The program will be audio taped. If you cannot attend the Summit and prefer a taped version, We'll send you an audio recording, in 4 parts, of the program. Choose a day/time from the list nearest to when you will work on your plan. You'll also have 7 days of emailed questions to send us.

Early Bird Special ends Feb 14, 2012: Take $100 off your already affordable investment! Use coupon code PLAN at check out!

During the summit you will:

  1. Create a new business vision that help you make better decisions.
  2. Design a mission statement that attracts clients to you.
  3. Discover the most important goals and strategies for your business growth during the next 12 months.
  4. Create an customized action plan that propels you forward.
  5. 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.

Expected Results:

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

Choose Your Date

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.

Choose Your Date And Time

  • Tuesday, February 21 9:00am to 1:00pm PST/ 12:00pm to 4pm EST
  • Tuesday, February 21 2:00pm to 6:00pm PST / 5:00pm to 9:00pm EST
  • Wednesday, February 28 4:00pm to 8:00pm PST / 7:00pm to 11:pm EST
  • The program will be audio taped. If you cannot attend the Summit and prefer a taped version, We'll send you an audio recording, in 4 parts, of the program. Choose a day/time from the list nearest to when you will work on your plan. You'll also have 7 days of emailed questions to send us.

Early Bird Special ends Feb 14, 2012: Take $100 off your already affordable investment! Use coupon code PLAN at check out!

Yours: $307 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 $149 value)
  • Templates: You'll use the templates during the class to create your plan during the Summit. After the Summit I'll send you more 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

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'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 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!

"...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

Choose Your Date And Time

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


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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.