Are you a financial advisor who wants to improve your marketing, meet a revenue goal, create a sales goal, or increase your productivity? Developing a strategic plan will help you meet your goals as efficiently as possible. You will have a solid foundation and a critical approach using a strategic plan and your business plan. Consider investing in a certified business coach to help you scale your business!
FocalPoint Business and Executive Coach of Tomball, Texas, Brian Weaver, will help you strategize productive goals such as reaching a sales revenue target, finding more customers with influential marketing and advertising for your services, and more.
Strategic planning affirms mid and long-term goals and the vision statement specified in your business plan. If you lack clarity in direction, a strategic plan will give you the insight you need to continue being accountable for professional success.
Why Your Strategic Plan Is Essential
Your strategy for setting and achieving necessary objectives and goals for the growth of your business within a specific amount of time is in your plan. Your and your team’s roles, responsibilities, and resources are also clearly identified. Your strategic plan will include the following critical elements:
- Your vision statement.
- Your mission statement.
- Your business purpose.
- Critical goals to grow your business.
- Actionable goals to be accomplished.
- Those responsible for completing different objectives.
- Timetables to achieve your goals in an organized and timely manner.
How a Business Coach Creates Your Plan
Brian uses proven sales effectiveness solutions and behavioral and financial assessments to help you create tangible goals. If your goal is to improve your customer service, Brian will assess your sales strategy and create a performance plan to develop your customer service skills. Additionally, to measure your progress in improvement, your coach will guide you in creating key performance indicators.
The following is an overview of the strategic planning process:
- We assess your personal and professional goals using our Diamond Map method.
- We compare your earnings to the benchmark and create new sales goals to maintain marketplace competitiveness.
- We look at Key Constraints and help you set goals to adjust, change, or remove limitations to maintain marketplace competitiveness.
- We help clients identify the Key Results Areas to capitalize on and improve.
- We help you create an action plan to execute the strategic objectives and goals.
To receive professional development of a strategic plan, contact Focalpoint Business and Executive Coach of Tomball, TX, Brian Weaver! In addition to being a certified business coach, Brian Weaver has exemplified leadership for over 25 years as a Naval Officer and later as a corporate executive. To book a consultation, call 281-725-6434, email him at bweaver@focalpointcoaching.com, or click here to take a Business Growth Score assessment.
