Boosting Your Bottom Line With Strategic Planning
User reviews
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
liked it, food for thought
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
A lot of good info that helps me understand better what will go into the planning process.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good strategic planning overview and refresher. Would like to see some work on developing/increasing clients' planning propensity. Our initial data gathering form ask clients to (obviously subjectively) quantify there planning propensity on a 1-10 scale with 10 being highest. Most don't even respond. We do get a few 7's. I think most don't know what planning is. They get confused by adjective modifiers that get placed in front of it, like "strategic", "life", "financial", "business"
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
She did a great job, was well organized and engaging.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Wow, this was quite a solid presentation! Kathy is very polished and knowledgeable, an expert on the subject matter, and easy to listen to. Having a strategic plan in writing myself, I pulled it out during the webinar and made a few notes in the margins on various topics Kathy discussed. She's right on target with the idea of explaining to prospects and clients the "WHY" of why we're in business. This is the starting point and really opens the door to everything else. Thank you.
