Business Builder Workshop Our presenter today is…David Bush, CEO
What is a Life Plan? A Life Plan is a written list of all your dreams and goals for your life (in order of priority) including individual action plans on how to achieve them.
What do the experts say about Life Planning and Goal Setting? “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
What do the experts say about Life Planning and Goal Setting? “If you don't know where you are going, you might wind up someplace else.” Yogi BerraAmerican Baseball Player
Are You Planning To Succeed? Success in planning every day… Architectural Planning Project Planning Marketing Plans City Planning Tax Planning Financial & Estate Plans
How to create a Life Plan: What would really do it for you? Career/Business Health/Fitness Education Pleasure/Leisure Family/Relationships Legacy Finances Spiritual
How to create a Life Plan WHEN? We must set a deadline!
How to create a Life Plan WHY? When the WHY becomes stronger the HOW becomes easier!
How to create a Life Plan HOW? We must have S.M.A.R.T. Goals and Action steps to realize our dreams!
How to create a Life Plan… How to create a Life Plan: S.M.A.R.T. S.M.A.R.T. Goal Setting: • S-Specific • M-Measurable • A-Agreed upon • R-Realistic • T-Time Sensitive
How to create a Life Plan… How to create a Life Plan: Action Steps Action Steps: Divide your movements into easy-to-do sections. If you fail, divide again. Peter Nivio Zarlenga Founder of Blockbuster Videos
Implementation & Time Management Do you have a plan for your time?
Breakthrough How to accomplish your dreams: Page 1 Visualize your success Adjust your philosophy Review your plan often Self discipline Remove the roadblocks
Breakthrough (cont’d) How to accomplish your dreams: Page 2 Know there’s a cost for everything No excuses – Take Responsibility Positive association Persist until you succeed Do something every day
Balance • MyLifeAssessment.com(How would you grade each area of your life?) Career – Education – Relationships – Finances Health – Pleasure/Lifestyle – Legacy - Spiritual
Your Business Plan • Vision Statement • Mission Statement • Marketing Plan • Financial Plan • Operations Plan
Vision Statement • Finish it before you start • What does your company look like 3, 5 and/or 10 years from today? • Picture it – Write it out
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.
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
Your Marketing Targets Clients (Present/Past) Personal Sphere (Friends, Family, Affiliates, etc.) Referral Partners (VIP Clients, CPA’s, Attorneys, Brokers, Key Influencers etc.) Consumer Direct (Direct Response Ads, etc.)
Your Marketing Phases – Lead Generation Lead Generation Associations Service Clubs Bank Referrals Corporate Marketing Direct Mail Free Reports Internet Leads Leads Groups Media Marketing Newsletter Strategies Niche Specific Online Marketing Referral Partners Seminars Telemarketing
Your Marketing Phases – In Process In Process Marketing Welcome letters Emails Gifts Advisor Marketing Referral Requests Added Value
Your Marketing Phases – Client Retention Follow Up Calls Referral Requests Advisor Marketing Customer Surveys Relationship Marketing Thank You Notes Special Events/Seminars Newsletters Postcards/Birthday/Anniv. Mortgage Review
Your Financial Plan • Financial Goals and Benchmarks • Spending Plan/Budget • Pro-forma
Your Operations Plan • Organizational Chart & Who To Contact • Job Descriptions • Overview • Responsibilities & Expectations • Duties • Processes to complete duties • Workflow Breakdown & Responsibilities
Building Referral Partnerships • Revenue Enhancer • Recruiter • Mentor • Advocate • Publicist • Loan Broker • Purchasing Agent
Improving Your Selling Skills • Prospecting • Approaching • Problem Identification • Presenting • Overcoming Objections • Closing the Sale • Following Up