$497.00 USD

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Direction - Optimized Strategic Planning

Fuel your business with Optimized Strategic Planning! Learn a powerful process to ignite your business growth.

In this program I'll show you how to easily create goals that are executable into your business. 

The evolution from Financial Advisor to CEO is about entrepreneurship and the ability to run a strong business and be a great business owner. 


  • A powerful 3-part learning series to develop a strategic business plan.

  • A step-by-step guide and workbook to facilitate building your plan.

  • Exclusive Content:  Templates & Case Study's for Solo-Entrepreneurs, Seasoned Firms, and Large RIA's.   

  • A 1 Hour Private Consultation. 


Optimized Strategic Planning for a Strong Thriving Business 

Part 1 – Tools for Igniting Growth Momentum

  • The CEO Financial Advisor Toolbox.  
  • Strategy for working “in” the business verses “on” it..

Part 2 – How to Extract Valuable Information 

  • Define the opportunities and challenges in your business.

Part 3 – Build Your Strategic Plan

  • Learn the powerful strategic method to create a plan that is executable into the business.
  • Build a 10-Year, 3-Year, Annual Plan & Quarterly Objectives.
  • Enhance your CEO mindset and how to maintain the power of focus.