The old expression, "If you don't know where you are going, you probably won't get there," clearly explains why strategic planning is critical to every business. Build the roadmap now!
I have worked with hundreds of advisors and business owners over the past 28 years. The one common theme I have seen among all businesses is the need for a clearly defined coaching program. This includes:
1. An understanding of past personal successes AND failures
2. A clearly defined "passionate message" or vision
3. A personal leadership growth plan and mission statement
4. Personal, professional, and business goals
5. A strategic plan with appropriate tracking metrics
6. Accountability
Business development success factors. Messaging. Sales process. Tracking progress. Achieving your business development goals can and should be systematic. Let us show you how.
Did you know that your advisors have NEVER taken a sales training class or read a book on sales? Are you holding your client facing team accountable to sales goals or behavior goals? Do you manage your business development effort to a pipeline, opportunity manager, or dashboard?
Call us. We can help you drive more business . . . and who doesn't want that?
