This concluding session will provide you with the final pieces of the framework required to help you turn your small business into a thriving, elite brokerage. It covers:

  • Failing to plan, planning to fail- the importance of 90 day planning
  • Self-assessment- wheel of life, business and wealth
  • 90 day planning- how to plan effectively and prioritize your actions
  • 30 day sprints- how to break your 90 day plan down into bite sized chunks
  • Reflections- how to review your quarter and measure your success
The Adviser CPD points