Tag Archives: business plan

Video – Get a Daily Action Plan

This week’s episode of 3 Minute Rounds discusses the benefits of having a daily action plan. This plan helps you with your goals and staying consistent throughout the day. I’ll cover the rationale behind a daily action plan and go through the steps to do setting up and using your plan.

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NOT a Target Market

Is your ‘target market’ on target? Really – is it? If your target market is small businesses, well, then you don’t have one. A target market that is! If your target market is pre-retirees, still don’t have one. The affluent marketplace. Business owners. Managers. Families. Individuals. Please! Not target markets! Get ‘on target’ with your […]

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8 “Knock Out” Branding Ideas

It’s Thursday morning and I’m in my seventh airport this week. Only two more to go! Airports, that is. This either means I’m traveling too much or I need a new travel agent. Anyway, as I sip my coffee and look around the gate, I suddenly realize I’m relaxed. (Something I’m not used to.) I’m […]

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Game Change

Where the heck did Jeremy Lin come from? Yes, Harvard, but who knew that? For those of you caught between cold calling and fact finding, Jeremy Lin is a guard for the NY Knicks who spent a lot of time on the bench. With injuries to two of the Knicks big forwards, Lin came out […]

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Just One Thing…

I’m asked by financial advisors (and other sales folks) from time to time if there was just one thing that needs to be done to grow a practice, what would it be? Kind of reminds me of that classic scene in City Slickers. You know the one! Jack Palance (Curly): “Do you know what the […]

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