Events

Q4 Owner’s Roundtable

Virtual

Register an Owner for Get a Grip Roundtable Get a Grip —The owner's roundtable series that addresses profitability, increasing business value, and becoming best in class. 7 sessions on Friday's at 9am Central

$495

Business Planning for 2025 – Group 1

This will not be offered to each individual study group. This will be scheduled and all groups will be invited. Ray Croff and Heather Steele will lead this exercise Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Business Operations – Group 1

Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Business Operations – Group 5

Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Business Operations – Group 2

Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Business Operations – Group 3

Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Business Operations – Group 4

Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Kickoff & Goal Setting – Group 1

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Kickoff & Goal Setting – Group 2

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Kickoff & Goal Setting – Group 3

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Building a Prospecting Pipeline – Group 1

Theme: Prospecting for Business Owners Agenda: How to identify business owner prospects Developing a referral network strategy Using LinkedIn and networking events effectively Create a 30-day action plan for generating leads Suggested Tools: LinkedIn Prospecting Checklist Referral Partner Outreach Scripts Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Building a Prospecting Pipeline – Group 2

Theme: Prospecting for Business Owners Agenda: How to identify business owner prospects Developing a referral network strategy Using LinkedIn and networking events effectively Create a 30-day action plan for generating leads Suggested Tools: LinkedIn Prospecting Checklist Referral Partner Outreach Scripts Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234