Create a Top 100 Plan that Rocks

Create a “Top 100” plan for an extremely high level of giving and care for those prospects and clients who are most valuable. It’s your insurance policy to retain and grow business with top targets and to create referrals from those people. Your “Top 100” contact plan...

Strategic Planning Bottlenecks: Part Two

Last week I revealed the first two bottlenecks that are roadblocks to creating a kick-butt strategic plan. Discover the remaining three bottlenecks described in today’s blog post. BOTTLENECK 3: No strategies in the strategic plan It seems ironic that a strategic...

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,...