Topic Schedule

You succeed with planning.  You profit with execution.  You grow with marketing and sales. In 12 months your business transforms.

Business Planning Post-It NotesMonth 1

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Theme:  Business Planning
Title:  Planning in Segments Delivers Business Results
Description:  A 45-day business planning cycle connects strategy and To Do lists

Time Budgeting Clock FaceMonth 2

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Theme:  Time Budgeting
Title:  Make Every Hour Count
Description:  Time budgeting directs work effort to important business activities consistently and diligently

Sales Challenges IconMonth 3

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Theme:  Selling
Title:  Why “Bedside Manner” Matters
Description:  Using stories instead of feature lists brings a solution’s financial and quality-of-life benefits alive

Sales Challenges IconMonth 4

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Theme:  Selling
Title:  Your Bio Speaks for You
Description:  For the first “meeting,” the practitioner is not physically present with the prospect; the meeting is with his or her website bio

 

Theme:  Selling
Title:  A Mission Statement Storybook Brings Trustworthiness Alive
Description:  Mission statements, written as stories, bring depth and reality to a firm’s trustworthiness and care/concern characteristics, both of which are key hiring criteria

Marketing Megaphone SetMonth 5

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Theme:  Marketing
Title:  Whitepapers Teach and Promote
Description:  Whitepapers carry an air of authority and promote a practitioner’s thought leadership and expertise

Sales Challenges IconMonth 6

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Theme:  Selling
Title:  Objections Allow a Relationship to Grow Through Dialog
Description:  Objections demonstrate prospect engagement and handling them well is the key to sales success and business growth

Marketing Megaphone SetMonth 7

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Theme:  Marketing
Title:  Buying Benefits Not Costs
Description: A solution brings a variety of benefits to the client that often overwhelm the out-of-pocket costs; listing benefits and costs side by side illustrates how the client profits by working with the practitioner


Marketing Megaphone SetMonth 8

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Theme:  Marketing
Title:  Pricing as a Marketing Megaphone
Description: Pricing strategy is a powerful marketing messenger and is usually the first message that captures the prospect’s attention

Client Service Word of MouthMonth 9

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Theme:  Client Service
Title:  Clients Working for You
Description:  Loyal clients provide word-of-mouth introductions that are a powerful force for growth

Marketing Megaphone SetMonth 10

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Theme:  Marketing
Title:  Hit the Target to Score
Description:  Defining a benefit-based target market dramatically improves marketing efficiency

Marketing Megaphone SetMonth 11

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Theme:  Marketing
Title:  Plan to Compete; Compete to Win
Description:  Understanding the competition and initiating positioning programs allow a practitioner to standout in the marketplace

Marketing Megaphone SetMonth 12

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Theme:  Marketing
Title:  Try Me!
Description:  Individual investors lack  the sophistication to do effective, firm-level due diligence, thus a practitioner that devises ways for the prospective client to test the practitioner’s reputation/expertise, trustworthiness, and care/concern removes much of the hiring risk that exists