Phase 1 – Create Your Compelling Vision of Success

Front Matter     Introduction to Program

Assignment 1:  Assess Your Current Business

Assignment 2:  Clarify Your Values, Beliefs, Passions & Purpose

Assignment 3:  Define Your Strengths & Profit Drivers

Assignment 4:  Create Your Inspiring Vision of Success

Phase 2 – Create & Package Your “Irresistible Offer”

Assignment 5:  Select Preliminary Target Markets

Assignment 6:  Position to Attract Ideal Clients

Assignment 7:  Package to Attract Ideal Clients

Assignment 8:  Manage Your Time Effectively

Assignment 9:  Establish SMART Goals

Assignment 10:  Hire Phenomenal Employees

Phase 3 – Identify Specific Opportunities

Assignment 11:  Ask Your Key Clients for Advice & Support

Assignment 12:  Interview Centers of Influence to Discover Hidden Opportunities

Assignment 13:  Generate Referrals & Introductions to Ideal Prospects

Assignment 14:  Start Relationships with Ideal Prospects

Assignment 15:  Release Inappropriate Clients

Phase 4 – Create Lead Generating & Conversion Processes

Assignment 16:  Host Learning Opportunities & Special Events

Assignment 17:  Create Alliances with Centers of Influence

Assignment 18:  Create a Qualifying & Appointment Setting Process

Assignment 19:  Create a Systematic Account Opening Process

Assignment 20:  Profit from the Power of the Press

Assignment 21:  Convert Traditional Accounts to Fees

Phase 5 – Systematize Your Marketing Communications

Assignment 22:  Prioritize Your Opportunities

Assignment 23:  Optimize Your Business Processes

Assignment 24:  Set Goals for the Next Year

Assignment 25:  Harness Your Inner Genius with Affirmations

Assignment 26:  Develop a 12 Month Action Plan

Assignment 27:  Review Appendixes

A:  Optimize Administrative Functions

B:  Document Administrative Procedures

C:  Optimize Operations Resources

D:  Document Operations Procedures

E:  Document Marketing Procedures