Boosting Your Bottom Line With Strategic Planning

Boosting Your Bottom Line With Strategic Planning
Kathy Sturgis06/19/15 4 PM ESTLive CPA IWIProgram Id: 157611803

As a leader, you think about hiring the right people, growing your client base, expanding your platform and delivering great customer service. But do you have a five-year plan for growth in these areas? Does your team know your vision for where you are going and how you plan to get there?

This webinar will give you tools to grow your business through strategic planning. Join Dr. Kathy Sturgis for a discussion of leadership and strategic planning principles that will add focus to your activities and motivate the people whose help you need. This session covers:


Why strategic planning is a “team sport”

Strategic planning pyramid and checklist

Three questions to start the planning process

Collecting/distilling SWOT data

Outcomes of a strategic planning session (i.e., what should it look like?)

Real Talk: How long will it take?

Tips for success

 


Kathy Sturgis, Ph.D. has a doctorate in organizational communication and is an expert in strategic planning, leadership and workplace communication. As a business consultant, she offers targeted programs and executive coaching in a broad range of industries including the financial industry. As the founder of Refreshment Zone, she is committed to uplifting and empowering others at work and in life.

 

This webinar is eligible for IMCA® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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(Updated: June 18, 2015)
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4.0

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"

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(Updated: June 18, 2015)
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5.0

A lot of good info that helps me understand better what will go into the planning process.

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(Updated: June 18, 2015)
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4.0

liked it, food for thought

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(Updated: June 18, 2015)
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