Coach's Views
Succession Plan Impacts Marketing Plan
A story about a financial advisor seeking the best solution for his clients and team when planning for his succession. How proactive planning impacts the marketing and long term vitality of his business which benefits all concerned.
Change Requires Discipline
What is more important in changing your performance? Is it motivation or discipline?
Referrals + Delegation = Vacation!
In this video, John Davis, a business coach, summarizes his experience working with a client who is a behavioral psychologist. The psychologist had record revenue and income by tapping into their referral network and doubling their leads. However, this created a bottleneck for the business owner. To address this, they worked on delegating tasks to a team and contractors, freeing up the owner's time for higher-value activities. This resulted in increased revenue, more income, and the ability to take vacations every quarter.
