Strategic Growth

3 Day Mastermind
March 4th - 6th, 2023

It's time to
"Review - Reflect - Create - Act"

Only 15 seats are being made available for this event, so take action today and enroll for this content-filled event. 

Here are some of the tools you will be receiving prior to the event, and areas we will be covering.

Initial Client Interview (Financial Inner-View®) - scripting provided 
Referral Conversation - scripting provided
How to fill your pipeline 
Key Performance Indicators - worksheets provided
Business Planning - template provided
Time, priority & calendar management - template provided
Creating/Identifying a viable business vision
Outline your values
Determine objectives
Back office templates & guides (Ideal Business in a Box®)
Various stages of business - identifying which one you are in
Clarifying services models - samples provided
Having the right team members & training
Outline major strategy implementation
Staying in touch with clients & prospects
How to have crucial conversations with clients & prospects
Understanding expectations
Three - one-hour coaching sessions
Clarifying conversations - scripting provided
Reviewing good and bad habits