Business Planning Toolkit Intro
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Business Planning
A business planning toolkit to drive goals to outcomes
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Step 1 | Business Audit
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Step 2 | One-Page Business Plan
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Step 3 | Goals To Outcomes Worksheet
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Lesson 1 | Develop a Strong Strategy
Learn how to start using the One-Page Business Plan.
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Lesson 2 | Gaining Clarity of Goals
How to use the Business Audit exercise to identify and prioritize where to focus growth efforts in the business.
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Lesson 3 | Effective Goal Setting
Complete the One-Page Business Plan and increase your (and your team's) commitment and progress with SMART goals.
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Lesson 4 | Take Action
Take Action with the Goals to Outcomes worksheet.
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Coach & Close
Activate your learnings with coaching prompts and recommended next steps.
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Join SEI Communities: Network with fellow growth-focused advisors.
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[SECTION]Additional Resources
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Business Plan Example
View an advisor's completed business plan
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Lost in the Growth Lab?
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Segmentation Template
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Institutional Referral Program
Enhance your income
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Avoid These Mistakes in the Pursuit of Growth
John Anderson and Shauna Mace have worked with hundreds of advisors and advisory teams. They share the common mistakes to avoid based on their over 40 years of experience.
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Meet the Expert: Shauna Mace
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