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A lot of good info that helps me understand better what will go into the planning process.
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She did a great job, was well organized and engaging.
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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.
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I got on late (about 20 minutes), but but of what I heard, it was a good overview, nicely layed out. I took a lot of notes and will try to listen to a reply with the firm principal.