FIRM STRENGTH ASSESSMENT
HOW STRONG ARE YOU IN THE KEY AREAS OF THE BUSINESS?
We guide you to develop a STRATEGY, help you take ACTION while delivering RESULTS.
✓ Go from time overwhelmed to Time Freedom
✓ Go from feeling stuck to creating Scale and Momentum
✓ Go from unclear next steps to Clarity and Crystalized Direction
Build the Foundation for Growing a Valuable Business
We provide the framework and tools while simultaneously helping you implement them into your business. We will take you, the business owner, on a step by step journey to develop your business.
We help you find ways to thrive as an entrepreneur while getting a solid foundation in place.
Focus your time and energy to the areas you enjoy and that provide the most value to the firm.
Evolve to a CEO FINANCIAL ADVISOR™
THIS IS OUR EXPERTISE
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Are you juggling and wearing multiple hats? Extend your leadership team with our support.
Identify the best opportunities and resolve key issues
Develop a CEO mindset
Define your role, where to focus, and what to delegate as a CEO FINANCIAL ADVISOR™
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Build your "dream team" with role clarity, leadership team development and retaining top talent.
Career path development for each team member
Set expectations and accountability
Build a strong firm structure with a team that owns the end results
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Create your strategic vision with goals that enhance all elements of the firm and create a dynamic client experience.
Create a Scorecard with KPI's to measure and predict profit
Develop a strategic plan to maintain future competitiveness
Build a strong infrastructure with simplified processes and integrated technology
NEW CLIENT ENGAGEMENTS ~ CEO Financial Advisor™ Programs
Guided Business Builder
This is ideal for busy entrepreneurs who need the tools to run a thriving business. This option provides 3 guided on-demand programs and a private one-on-one consultation.
Private Business Builder
This is ideal for those who want the additional private consultations along with resources and tools to support team development.
Leadership Team & CEO Financial Advisor™ Program
This is ideal for growing teams and those developing next generation owners. Implementing these business tools will ensure that your operations, people, and firm structure are optimized for growth. This private consultation option provides enhanced services ideal for those who want to run a strong business and need the tools to achieve their objectives.
➢ FOUNDATION BUILDING
✓ A Firm Structure with Defined Roles of Accountability
✓ Business Analysis & Priority Goals Set
✓ Defined measurables with a KPI / Scorecard
➢ VISION & DIRECTION PLANNING
✓ Enhance Culture & Developed Team
✓ A Defined Client Strategy: Firm Differentiators and Ideal Client Focus
✓ An Optimized Strategic Plan: Quarter, 1, 3, and 10-Year’s Defined
This meeting is a complimentary consultation.
OUR SERVICES ARE DESIGNED FOR:
Solo-entrepreneurs: Building a structure is paramount to growth. In the early stages, a business owner often wears many hats and juggles numerous responsibilities. Creating an organizational structure helps outline what to build and, importantly, where to allocate your most valuable time. Defining roles within this structure is a powerful method to create focus, determine hiring needs, and identify tasks to outsource.
Seasoned firms: Establishing a solid foundation is essential for the growth and sustainability of the firm. An organizational structure that includes a leadership team allows for the division of responsibilities, enabling effective management of the business and its evolution. This structured approach not only streamlines operations but also facilitates strategic decision-making.
Transitioning firms: Building a structure is vital for supporting succession planning and maintaining the firm’s growth momentum. To effectively transfer leadership to the next generation, it is crucial to have strong entrepreneurial skills and clearly defined roles that clarify responsibilities. This ensures a smooth transition and helps preserve the firm’s legacy while adapting to future challenges.