Strategic Planning Bottlenecks: Part One

It’s been around for decades. The old strategic planning model. You head to the retreat center. Wear khakis. Revise the mission statement until it reads “To be a leading provider of financial services in a four-county area with outstanding customer service,...

Research Your Competition

Determine what advantages you have over each of your main competitors. Then ask questions to encourage prospects to actually tell you your competitors’ weaknesses: “How long does it take for your lender to get back to you when you leave a message?”...