This program is designed for experienced planners wanting to make the next step to developing key

      relationships, growing their client base and building an effective business plan.

    Building a Business Plan by stepping back and redefining:

          Markets and ideal client profile

          Mission and identity statements

          Investing in key relationships

          Systematic prospecting and marketing

          Tailored client building process designed around the planner's unique abilities and talents

          Time management structure focused on increasing "Free Time" and maximizing "Productive Time"
 

    8 sessions bi-weekly

    I am interested joining this course...