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Organizing the Chaos!

Organizing the Chaos!

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Organizing the Chaos!

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  1. Organizing the Chaos! With CEO and Founder of, David Bush


  3. The lines will be muted… To ask a question during the presentation, simply submit your question using the GoToWebinar program on your desktop. For any other questions, please email us at

  4. David Bush • Founder and creator of • Executive Coach and Motivational Speaker • Former All-American collegiate athlete and professional athlete • Former top producing mortgage consultant, manager & owner

  5. Organizing the ChaosHow to Systemize Your Business for Maximum Performance!

  6. Our Goals For Today’s Webinar: Learn how to manage the chaos Learn how to improve your focus Learn how to create a success plan Learn how to implement systems to streamline your branch and/or organization

  7. What is your biggest challenge? Organization Creating a plan and system Implementing the plan and following up Getting my team to follow the plan

  8. Coaching Model

  9. Coaching Model

  10. Coaching Model

  11. ChaosHave a Plan!

  12. Chaos Reigns When There Is No Plan He who every morning plans the transaction of the day and follows out that plan, carries a thread that will guide him through the maze of the most busy life. But where no plan is laid, where the disposal of time is surrendered merely to the chance of incidence, chaos will soon reign.  Victor HugoFrench dramatist, novelist, & poet1802-1885

  13. What do the experts say: Jim Rohn Step #1- Have a Plan “If you don't design your own life plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.”Jim Rohn America’s Foremost Business Philosopher

  14. What is a Life Plan? A Life Plan is a written list of all your dreams and goals in every area of your life that includes individual action plans on how to achieve them.

  15. Have a Plan for Your Time

  16. Your Business Plan Vision Statement Mission Statement Marketing Plan Financial Plan Operations Plan

  17. Vision Statement Finish it before you start it What does your company look like 3, 5 and/or 10 years from today? Picture it – Write it out

  18. Mission Statement Your overriding direction – What you aim to achieve that is not quantifiable and does not have an end date. Starbucks Mission:To contribute positively to our communities and our environment. Rich Dad Mission:To elevate the financial well-being of humanity. Ongoing process that will never end.

  19. Your Marketing Plan Solid Brand and USP/UVP Clearly Defined Marketing Targets Timely Strategies Calendar of Events (special promos) Good Mix of Added Value & Direct Response Advertising A Consistent System for Success

  20. Your Marketing Targets • Clients (Present/Past) • Personal Sphere (Friends, Family, Affiliates, etc.) • Referral Partners (Realtors™, CPA’s, Insurance Agents, Financial Planners etc.) • Consumer Direct (FSBO, 1st Time Homebuyers, Direct Response Ads, etc.)

  21. Your Marketing Phases – Lead Generation Lead Generation Associations Service Clubs Bank Referrals Call Capture Corporate Marketing Direct Mail Financial Coaching FSBO’S Free Reports Home Shows Internet Leads Leads Groups Media Marketing Newsletter Strategies Niche Specific Online Marketing Referral Partner Marketing Renter/New Homebuyer Reverse Mortgages Seminars Telemarketing Voice Broadcasting

  22. Your Marketing Phases – In Process In Process Marketing Welcome letters Emails Pre-Approval Gifts Seller Marketing Agent Marketing Advisor Marketing (pg. 5) Referral Requests Garage Sale Tips Moving Tips “Financing by…” signs

  23. Your Marketing Phases – Client Retention Follow Up Calls Just Moved Postcards Referral Requests Advisor Marketing Customer Surveys Farm Area Marketing Change of address stamp Thank You Notes Special Events/Seminars Newsletters Postcards/Birthday/Anniv. Mortgage Review

  24. Your Marketing Strategies

  25. Your Marketing Calendar

  26. Your Financial Plan Financial Goals and Benchmarks Spending Plan/Budget Pro-forma

  27. Your Operations Plan Organizational Chart & Who To Contact Job Descriptions Overview Responsibilities & Expectations Duties Processes to complete duties Workflow Breakdown & Responsibilities Training Plan, Legal, HR, Accounting (General Processes & Procedures)

  28. Your Organization Chart

  29. Job Descriptions

  30. Processes

  31. Workflow Breakdown & Responsibilities

  32. Training Plan

  33. Recap From Today Life Plan Time Plan Business Plan Vision Statement Mission Statement Marketing Plan Financial Plan Operations Plan

  34. Complimentary Coaching Session To receive your Complimentary Coaching Session please call… Call 800-818-8286Or email us at


  36. Upcoming Events: Building Strong Profitable Referral Partnerships with Financial AdvisorsComplimentary Webinar with David Bush Tuesday, Oct. 16, 2007 2:00 pm Eastern