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Small Business-Looking to Expand Your Client Base-YOU CAN WIN!
Sat, June 24, 2017, 11:00 AM – 1:00 PM EDT
Small Business Ownership is a wonderful thing. Though, when your revenue is smaller than expected, seasonal or just not there because of the following, you're definitely not on the winning end of things: market changes; advancement in technology that replaces your service; or simply because your clients are asking for a service that you simply do not have the expertise to provide. You MUST restrategize because you told yourself that 2017 will be the year of vision and victory for your business! Besides, you don't have to quit doing what you already do, but can enhance your services by offering more added value to your business.
You're already in the business of CPA services, real estate or some other, non-tangible resource, so why not expand, educate yourself and grow in other areas, such as life insurance and/or financial services, (that will still help your existing client base)? Why limit the capacity to which your revenue can grow, when, with financial services and life insurance, the sky is the limit?
Financial literacy is an area for which many clients lack or have limited knowledge and REALLY need a trusted source like you, from whom they already know and/or are getting service. Don't keep referring your business out to the guy down the street, when you can educate YOURSELF, or grow a team to carry out more of the wealth management or financial service leg of your business.
Utilize your existing client base to jumpstart or re-ignite the fire that you had at the beginning of the year!
Start educating YOURSELF and/or the trusted partner of your existing operation that can get this going.
At our workshop, we will explore the following topics in a 6 week series, which you don't have to do back to back:
+ Increasing Cash Flow
+ Debt Management
+ Building a Strong Financial Foundation
+ Proper Protection
+ Building Wealth
Make money work better for you
+ Find and save more money
+ Understand investments and build wealth
+ Protect and preserve your money
+ Asset Accumulation
+ Retirement Planning
+ Wealth Preservation
+ Building a Business in the Financial Industry
This is not your average workshop! You'll learn and go away with tools that you can teach to others in your family and organization; a book and workbook are included. Can't attend the workshop? Then, we can stop by to give you and your staff a quick overview, at a time that is convenient for you.
If you're attending the workshop, RSVP via 770-258-6009, to ensure that enough workbooks will be set aside for you and/or your staff. Ask for Raquel, when you attend.
If, for some reason, you are unable to attend after your RSVP, please email firstname.lastname@example.org, so that we can plan accordingly and meet you at your office or ours, outside of our normal workshop time. Let's get started on your new and improved brand! We love to help families just like you do and can help you with the tools to do so.