Goals, Strategies and Planning

Doing the right things right is the key to success in business. But success never happens by accident. Having the right goals is a start. Then you need a strategy that determines how you will achieve your goals. Finally, you need a business plan that maps your journey and details what you will be doing to get there – the activities that you and your team will be undertaking.

This exciting new workshop is currently being built by the Old Mutual Wealth Business Management Services team. It will provide you with insights into:

• Developing meaningful goals for your business. Knowing what you want to achieve is the starting point. Also knowing that you’ve identified the right goals and that they are achievable sets you on the path to success.
• Identifying the most appropriate strategies, understanding how they address opportunities and constraints and knowing how to implement them will give you and your team direction.
• Constructing a business plan that details short term objectives, allocates responsibilities and provides a platform for delivery is how you will make it all happen.

The Goals, Strategies and Planning workshop is designed for financial planners who want to take their businesses to the next level of success.

Duration: One day

CPD points: To be advised

Click here to contact us and we will advise you of the next Goals, Strategies and Planning workshop to be held in your area.