| |
 |
The Business Success Kit is a comprehensive guidebook that will help you:
- Improve productivity,
- Increase profitability, and
- Streamline your practice
The Kit provides step by step instructions and electronic tools and templates to help you turn ideas into action.
|
The Business Success Kit includes:
| The Ideas |
A detailed workbook, covering 10 key practice management concepts.
- Segmenting clients
- Assessing client profitability
- Structuring client contact
- Marketing to existing clients
- Managing client expectations
- Gathering and tracking information on clients and prospects
- Creating an actionable business plan
- Standardizing key processes
- Tracking and analysing practice data
- Building a successful team
|
| The Templates |
All letters, forms and scripts are provided electronically |
| The Tools |
Your CD includes a series of tools to help you assess your client management costs, your time, your capacity, your prospect pipeline and client profitability. |
Pricing
$124.00 + $10.00 (shipping)
Volume discounts are available. Inquire about pricing for orders of 25 or more.
To order your Business Success Kit contact Advisor Impact at 877-686-0660 x226 or complete the form below.
|
