The One Page Business Plan - Financial Services Edition, is specifically tailored to professionals in insurance, investment and related industries. Includes link to downloadable tools and templates. Sample plans included. Easy to complete assessments let you easily learn what's working in your business and what's not!ReviewsWe used the One Page Plan process to turn a four inch stack of research and surveys into a five-year strategic plan, and one-year plans for every department and committee. Every financial service company would benefit from running their business with this level of precision.--Jeff Hughes, Chief Executive Officer, GAMA InternationalThe One Page Business Plan is a must for all financial advisors and field leaders! This process helps an advisor clearly describe the practice they want to build and define the critical few objectives that need to get done and most importantly why they are doing what they do. If you want to get farther, faster, this is the tool to use!--Edward Deutschlander, CLU, CLF, Executive Vice President, North Star Resource GroupThis industry is becoming more complex and competitive! The most successful financial advisors will stay out front by being creative and disciplined; The One Page Business Plan does both. Don t leave your business to chance! Create a solid plan and execute it.--Dick Buxton, Managing Director, Private Capital Corporation About the AuthorJim Horan regularly wows audiences across the country. His popular and practical workshops help agency owners, financial services executives and producers make their businesses more profitable. Mr. Horan is also author of the bestselling The One Page® Business Plan Series including The One Page Business Plan for the Creative Entrepreneur; The One Page Business Plan for the Professional Consultant; The One Page Business Plan for Non-Profit Organizations. Jim is president of The One Page Business Plan Company, a Berkeley, California based firm that markets, sells and delivers its products, training and consulting services through its 350 licensed senior consultants. He founded the company in 1990 after nearly two decades in senior level financial positions with Shaklee Corporation and Bayer Pharmaceuticals. Over the past 16 years, his company has assisted over 100,000 businesses, non-profits and consulting firms achieve sustainable cash flow and profitable growth by helping them create clear, concise and actionable business plans. Jim has the unique ability to take complex business situations and make them simple. Tom Peters, author of Thriving on Chaos and In Search of Excellence, calls The One Page Business Plan an out and out winner... Period! Peters has been quoted as saying 'It makes great sense to me as a so-called business thinker. The One Page Business Plan = the proverbial better mousetrap'
- | Author: Jim Horan, Tom Peters
- | Publisher: Independently Published
- | Publication Date: Mar 20, 2019
- | Number of Pages: 104 pages
- | Language: English
- | Binding: Paperback
- | ISBN-10: 1797656678
- | ISBN-13: 9781797656670
