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PFP2347
How to Create More Time in your Day using Systems and other Tactics in your Practice
Date
June 8, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
Feeling like a hamster on a wheel as you run your business? Is your business running you? Attendees to this session will gain immediate information, strategies and tactics to reclaim their life and begin taking control of their business once again. Systems that manage your operations, marketing, business development and reporting will be presented along with actual measures used by the presenter to gain 14 weeks of vacation each year while growing his business. You can have it all! It only takes you consistently applying the right systems with the right team.
Learning Objectives
- Participants will learn the "secret" of the presenter in how to take a 30-day sabbatical each year to refresh and rejuvenate.
- Documentation of complete systems of operations, marketing, business development and reporting will be shared with all attendees.
- Gain understanding in how the presenter changed his vision for the future of his business by utilizing a "who" not "how" strategy.
- How to gain efficiency by taming your email system with automation that actually works.
Speaker
CEO and Senior Wealth Advisor, Compass Capital Management, LLC
Session Categories
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