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One of the most impactful services you can offer to your clients is to facilitate their strategic planning processes. Studies have proven that companies with clearly defined strategic plans average 70% higher success than companies without. We have directly seen many companies in the last 10 years triple or quadruple in value by developing and executing effective strategic plans. Despite the statistics, an estimated 97% of private companies have no effective strategic plan and very little strategic planning competency within their leadership. They need your guidance!
In this session, we’ll introduce you to a proven framework that has been used to transform countless companies around the U.S. by hundreds of advisors who have learned the art of facilitating strategic planning programs. Not only is this an impactful service for your clients, but it also deepens your client relationships for the long term and positions you as a premium advisor. Join us for this brief introduction that could change your entire thinking about your client services.