Are Wealth Advisors Relevant to Business Growth?
That’s a pretty provocative headline, right? And it’s a real question: Is a wealth advisor relevant to business growth? Our answer? Absolutely... ...
1 min read
George Sandmann, Founder
:
Oct 19, 2023 12:55:25 PM
Here's a quick video you'll use for Strategic Planning Prioritization that helps account for the reality on the ground with YOUR client:The Three Dimensions of Business Growth is delivering big for advisors focusing on increasing Strategic Capacity. This methodology is a prioritized set of Growth-Driving OKRs for creating predictable profits & cash flow, predictable sustainable growth and predictable transferable value... And you also need to account for reality on the ground: how is YOUR client - their specific business - set in terms of people, knowledge and resources for executing a strategic profit and value growth plan? Check out this quick video and learn why its important and how to get it done.
Three Quick Updates:
1. There's still time to register for the Growth-Drive Summit - it's part skills dev boot camp and part knowledge building. We're honored to welcome BEI Founder John Brown who'll join us to discuss owner-focused planning and transferable value. Super valuable.
2. George's new book The Growth-Driving Advisor: Proven Strategies for Leading Businesses from Stuck to Best-in-Class was trending #1 when announced, sales in advance of next week's publication are strong. Grab your copy, we're sold out of pre-publication copies and folks are pumped about the value delivered in this work.
3. The free-forever lead generator module of the CLARITY Strategic Capacity Analysis™ is helping your colleagues win new engagements, so you should consider registering - it's free and effective, what do you have to lose?
OK! On with the show. If you'd like a copy of the deck, here you go.
We'd love to know what you think, please email blog@growth-drive.com.
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