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Business Builder Workshop

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.

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Business Builder Workshop

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Presentation Transcript

  1. Business Builder Workshop Our presenter today is…David Bush, CEO

  2. 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.

  3. 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

  4. 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

  5. Are You Planning To Succeed? Success in planning every day… Architectural Planning Project Planning Marketing Plans City Planning Tax Planning Financial & Estate Plans

  6. Life Planning Model

  7. Step #1Clarify

  8. 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

  9. Step #2Prioritize

  10. How to create a Life Plan WHEN? We must set a deadline!

  11. Tournament

  12. Step #3Plan

  13. Do You Have A Plan?

  14. How to create a Life Plan WHY? When the WHY becomes stronger the HOW becomes easier!

  15. How to create a Life Plan HOW? We must have S.M.A.R.T. Goals and Action steps to realize our dreams!

  16. 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

  17. Direction Determines Destination

  18. 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

  19. Step #4Implement

  20. Implementation & Time Management Do you have a plan for your time?

  21. Step #5Breakthrough

  22. Breakthrough How to accomplish your dreams: Page 1 Visualize your success Adjust your philosophy Review your plan often Self discipline Remove the roadblocks

  23. 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

  24. Step #6Measure

  25. Balance • MyLifeAssessment.com(How would you grade each area of your life?) Career – Education – Relationships – Finances Health – Pleasure/Lifestyle – Legacy - Spiritual

  26. Your Business Plan • Vision Statement • Mission Statement • Marketing Plan • Financial Plan • Operations Plan

  27. 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

  28. 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.

  29. 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

  30. 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.)

  31. 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

  32. Your Marketing Phases – In Process In Process Marketing Welcome letters Emails Gifts Advisor Marketing Referral Requests Added Value

  33. 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

  34. Your Marketing Strategies

  35. Your Marketing Calendar

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

  37. Your Operations Plan • Organizational Chart & Who To Contact • Job Descriptions • Overview • Responsibilities & Expectations • Duties • Processes to complete duties • Workflow Breakdown & Responsibilities

  38. Building Referral Partnerships • Revenue Enhancer • Recruiter • Mentor • Advocate • Publicist • Loan Broker • Purchasing Agent

  39. Improving Your Selling Skills • Prospecting • Approaching • Problem Identification • Presenting • Overcoming Objections • Closing the Sale • Following Up

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