THE INFINITE PLANNER™ PROGRAM
THE INFINITE PLANNER™ PROGRAM
Optimize Your Financial Planning Practice
in 5 Key Areas
Getting to know the real YOU begins by completing a Personal Effectiveness Evaluation and a DISC assessment. We'll then work together to uncover your natural wiring as you work and communicate with those around you. You'll not only uncover what motivates you but you also discover those things that take energy away from your day. Additionally, you learn effective ways to interact with clients and others on your team.
Turn your dreams into reality
Building your practice begins by creating your vision and your brand. With these two pieces in place, we'll work together to define your client experience. This will not only include the specific services but also the technology you'll need to deliver it. Following the guidelines using the CFP Board process, you'll walk away with a tangible plan to execute immediately.
Growing your brand begins by executing your plan and engaging the community. There are three key components to building and executing your growth playbook. First, we'll begin by identifying your target/niche market. We'll then build a playbook that includes the development of resources and skills that will allow you to engage your market. Finally, we'll develop a plan to engage centers of influence and your community.
Create an Asset Not a Job
Operating your practice efficiently begins with the right systems and the right people. Operational efficiency is critical to the ongoing success of your firm. Therefore, we'll conduct a thorough review of your existing systems and determine where gaps might exist. We'll also conduct a thorough review of your existing staff structure. Identifying roles and responsibilities to identify opportunities. Finally, we'll create an action plan to bring about efficiencies through staff development or new technology selection.
Adapting to the future begins with continuously monitoring your services, solutions, and technology. If you look back 20 years, you'll notice that our industry is much different today than it was then. So, it's reasonable to believe the pace of change will not abate. In fact, it's likely to change faster and faster. Evolving your practice requires constant vigilance and you should have a routine process to evaluate things as they change. This final step will focus on establishing your readiness for adapting to the future. Moreover, we'll create an action plan to help you stay on top of it.
The process begins with a comprehensive review of where your business is headed and what you're doing to get there. Then, we'll identify gaps and opportunities, which will provide you with a project plan that will include specific strategies, action steps, key measurements, and accountability to help you take your business from A2B and beyond.
Business mentors are key—that’s why when it comes to selecting a coach or consultant, you should work with someone that knows you and your business. My role is to provide you with the time and guidance you deserve. Whether you’re seeking objectivity for a strategic plan or a special skillset to complete a project, call me today. Together we’ll create and refine your plan for success.