The Problem with Typical Strategic Plans
After nearly 40 years of guiding businesses to new levels of success, I've seen countless strategic plans. Unfortunately, the vast majority of them have a fatal flaw—they don't lead to real-world implementation and outcomes. Too often, strategic plans end up gathering dust on a shelf as the months roll by with no tangible progress made.
It's mystifying - why do these plans consistently fizzle out? In my experience as a Certified Master Business Coach and Certified Executive Coach, most plans lack practical frameworks connecting goals to specific action steps. They paint lovely visions for the future but don't map out how to get there.
Crafting a Strategic Plan to Deliver Results
As a business coach voted one of the Top 10 Most Inspiring Transformational Coaches globally, I've developed a strategic planning model bridging this troublesome gap between ideas and implementation.
For financial advisors in Glendale, the key is tying each goal back to actionable tactics. Here is an example framework:
Vision
What is the ideal future state you are working towards? Get crystal clear on the exact vision.
Goals
Based on the vision, determine 1-year, 3-year, and 5-year S.M.A.R.T. We're talking measurable success across the board - skyrocketing revenue, burgeoning assets, and new clients knocking on the door.
Quarterly Objectives
Break the yearly goals down into quarterly objectives and metrics to track.
Monthly Game Plan
At the start of each month, define that month's priorities to make progress toward the quarterly objectives.
Weekly Sprints
Each week, plan the specific action steps for that week aligned back to the monthly priorities.
Daily Execution
On a daily basis, diligently execute each planned action step.
Weekly Reviews
At the end of each week, review results and progress made. Course correct as needed.
Pinpoint your top goals for the year, then identify the daily habits needed to achieve them. As you tick off each daily win, you'll gather unstoppable momentum. As you seamlessly weave together planning and execution, the distance between concept and reality shrinks.
My Guaranteed Strategic Planning Process
With nearly 15,000 hours logged in one-on-one coaching sessions, I have a proven methodology for creating high-performance strategic plans.
Here is an overview of what financial advisors in Glendale can expect when strategic planning with me:
- Comprehensive Business & Personality Assessment
- Crystal Clear Vision Setting
- 1/3/5 Year Goal-Setting Across All Business Areas
- Quarterly Objectives & Monthly Game Plans
- Key Performance Indicators & Scorecard Creation
- Ongoing Accountability, Coaching, & Celebrations
