Our VIP Strategic Planning Programs take a deep dive into the following areas, to ensure we look at ALL the things that help your business grow, increase your revenue, and create more time for YOU to LIVE LIFE!

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• Business overview / company structure

• Your differentiator or “uniquifier”

• Vision

• Team members / staff / office operations

• Client onboarding process

• Target market(s) and prospecting strategies

• Sources of revenue and detailed P&L review

• Marketing and PR initiatives

• Client communication & client engagement initiatives

• Strengths & opportunities of the team & each team member

• Market & firm opportunities

 

We then develop a customized plan which includes the following:

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• Strategic Focus Areas

• Sources and streams of revenue

• Expense planning & budgeting

• Business & prospecting strategies

• Marketing & client engagement plan

• Detailed quarterly goals and focus areas

• Customized strategies to achieve your goals

• Accountability plan