1. Advisor Best PracticesLearning From Success By Kevin Poland The Renaissance Group Kevin@RenaissanceConsultants.com February 2011

2. Today’s Topics

3. Know What You Want To Accomplish Most people run their business like they see a movie… No idea how it is going to end

4. The Work Required to Grow

5. Clarity Think likean Entrepreneur Treat your business like a client Big picture first Strategy Specific Tactics: Implementation Track and Measure Progress Make course corrections periodically

6. The Work Required to Grow Personal and Business Vision Strategy to Reach Vision Implementation and Execution Growth by DesignTM Monitor & Course Corrections

7. Narrow Your Focus Too many clients Too many different types of clients

8. Too Many Clients At the heart of many of your challenges Can’t standardize Can’t systematize Complexity Harder to delegate and train Time issues Harder to find more

9. What To Do? You nee to focus like a “LASER”

10. WHO First WHO: Do you like serving? Do you add the most value for? Presents the best opportunity? Has a point of entry?

11. Narrow Your Focus Strategic Work = CHOOSE: Target market(s) Niche(s) / Segment(s) Create an Ideal Profile for each

12. Pull the Weeds Start with a current analysis Grade them Decide who to replicate Get rid of clients that don’t fit= “pull the weeds”

13. Always Adding New Clients Only ideal from now on Systematic way of adding clients: Referrals Direct targeting In-Bound Marketing

14. Dream 100 Strategy Imagine what your life would be like if you only had 100 Ideal Clients?

15. Niche Thyself Focusing on a specific type of client. Examples: Small Private Hospitals Association for Corporate Growth

16. Easy Referrals From Clients and Centers of Influence (COI’s) How do you increase both? Focus – the more specific the better…this why you need to choose

17. Referral Best Practice Client Advisory Board How can we improve our service delivery Referrals to others in similar situation

18. Direct Targeting Multiple tactics Most of you are invisible to your target market Doing something proactive each month  More Referrals

19. In-Bound Marketing Your CRM LeadConversion Process Build Your List Educate…Educate…Educate You need to create content

20. Mind Your Time “It is hard to think when your hair is on fire.” Too reactive…feel like we are being thrown around by the rapids.

21. Mind Your Time The most effective are in control of their time Plan all of your work Routines will set you free Use a Daily Prioritizer Delegate more

22. Find Your Catalyst Can you accelerate your success? Most successful tend to have a catalyst: Mentor Board of Directors Study Group Coach

23. Coach as a Catalyst “A good coach will make his players see what they can be rather than what they are.” AraParseghian Who is your coach?

24. Action Items Intentionally design your life & business Increase your accountability Choose a target Get an outside perspective Pull the Weeds Live by a calendar WHO, then what Have a plan Systematic action

25. How Can We Help You? Growth by DesignTM Program Special Offer – a Business Tune-up

26. Contact Information Kevin Poland phone: 813-636-9181 email: Kevin@RenaissanceConsultants.com