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.

Marketing
Succession Plan Impacts Marketing Plan

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.

Marketing
Referrals + Delegation = Vacation!

How is your Business Different?

Many businesses claim to be "better" than the competition. That's great. It might even by true, but HOW is it better? WHAT makes it better? Is that IMPORTANT TO ME?

Marketing
How is your Business Different?