Business Success Essentials
- 1. Creating Sustainable Results Nancy Imholte Founder and President Fort é Coaching, Inc.
- 2. Welcome “ The way to get started is to quit talking and begin doing.” –– Walt Disney
- 3. Creating Sustainable Results Achieve breakthrough growth and increase your freedom – by following a process that has you creating the results you’ve always wanted. Why would you want anything else?!
- 4. Fort é Business Model Vision Plan Action Results
- 5. Fort é Business Model Vision Plan Action Results
- 6. Fort é Business Model Vision Plan Action Results Accountability
- 7. Fort é Business Model Vision Plan Action Results Accountability
- 9. “ A vision is a vivid, imaginative conception or anticipation” “ To compel is to have a powerful and irresistible effect, influence, etc.” “ Compelling is requiring acute admiration, attention or respect.” Compelling Vision
- 10. A Compelling Vision Is… The vivid, imaginative conception or anticipation that will have an irresistible effect and influence, requiring your acute admiration, attention and respect.
- 11. Creating Sustainable Results Conduct a Current State Assessment
- 13. Current State Assessment Advisor: Dean In business 4 years 1 part-time employee Wife, 1- and 3-year-old GDC of $204K Working very hard Bordering on burnout 1-5 = Red 6-8 = Yellow 9-10 = Green
- 16. Creating Sustainable Results Conduct a Current State Assessment
- 17. Creating Sustainable Results Current State Assessment Know Who Your Best Client Is
- 18. Creating Sustainable Results Current State Assessment Best Client Be Able to Answer: Why You?
- 19. Creating Sustainable Results Current State Assessment Best Client Why You? Provide an Extraordinary Client Experience
- 20. Creating Sustainable Results Current State Assessment Best Client Why You? Extraordinary Client Experience Have Efficient Systems & Staff/Team in Place
- 21. Creating Sustainable Results Current State Assessment Best Client Why You? Extraordinary Client Experience Efficient Systems & Staff/Team Only Do What Only You Can Do ™
- 22. Fort é Coaching Outcomes Assess 12 Key Areas of every financial planning practice Define and commit to the future view of the business: 5, 10 and 20 years out, including a succession plan Clarify and be able to articulate why a prospect or client would want to engage in your firm and its services Assess and score each client – including their financial profitability, repeat purchases, cost of acquisition and referrals gained Determine the most profitable and effective marketing strategies for acquiring clients Design a strategic plan on how to best acquire those clients Create an effective plan for transitioning the less profitable clients away from the primary advisor, if not out of the practice altogether Recreate the client experience, designing a process that delivers an extraordinary client experience
- 23. Fort é Coaching Outcomes Create productive structure around performance management – including how to recruit, hire, train and manage employees Clarify roles and responsibilities of each team member, including existing and future Assess Critical Factors found on all successful and effective work teams; determine how to most productively work with the existing team and hire appropriate candidates to fit the current employees Create a board of advisors and design a structure to most effectively work with that board Through detailed planning and accountability, experience greater productivity Through the skills of a highly trained coach, determine barriers of productivity – whether that’s based on perception, lack of skill or mental obstacles. Remove those barriers and obstacles in order to obtain greater, sustainable growth.
- 24. Who Is Fort é Coaching for? I need more affluent, high net worth clients I need to grow more aggressively I’m under too much stress I need better systems and structures in my business I need more net income – greater profit This business is too dependent on me! I’m not sure who my best client is I’m not sure exactly why clients should buy from me I’m not crystal clear on what my short-, mid- and long-term visions are I’m not crystal clear on how to get to there from here I can’t imagine how to work less than I am, without sacrificing growth and/or profit I don’t have an effective strategy in place for acquiring clients I don’t know how to articulate the value of working with me
- 25. Who Is Fort é Coaching for? I know what to do, in order to do better, but I just can’t seem to be able to get myself to do it! I feel like I’m stuck on a treadmill – two steps forward, two steps back… I feel like a lone ranger, trying to figure this out I know I could be doing better than I am, but I just don’t know what to do
- 26. Creating Sustainable Results A Coaching Experience from Fort é Two conference calls and/or webinars each month, focus on strategies, tools and systems. Guest speakers Topic experts – share real life experience Fieldwork – links what you have learned and applies it to your business. Two triad calls a month Plug into a national community of business owners Connect with peers in your industry Increased accountability Private coaching Recorded calls for future reference $395 per month
- 27. At Fort é Coaching we help small business owners – who struggle with clarity, strategy, accountability and focus – to get clear about and achieve their goals and create the businesses they truly want. Our services are coaching and consulting – designed exclusively for business owners who want more freedom and less hassle.
- 28. “ The way to get started is to quit talking and begin doing .” -- Walt Disney To take advantage of today’s offer and schedule a free 30 minute consultation, call Nicole at 952/920-2638. For further information please visit us on the web at www.fortecoaching.com . Best of success and results to you! -- Nancy and the Fort é Team
- 29. Creating Sustainable Results Nancy Imholte Founder and President Fort é Coaching, Inc.
Editor's Notes
- #2: Brett to kick off meeting by thanking everyone for coming.