For AE firms, a strategic plan isn't a luxury—it's your financial roadmap to success. Yet, how many of us truly dedicate the time to create, update, and review our firm's strategic plan? The answer is often not enough. But it doesn't have to be complicated. It's about planting your flag in the ground, defining your destination, and steering your firm towards prosperity. It's the blueprint that answers critical questions: Who is your ideal client? What are your firm's strengths? How do you measure success? Join Douglas Teiger, FAIA, for this game-changing session, where AE leaders discover the financial secrets hidden within strategic planning. In this session, Douglas gives a simple breakdown of the strategic planning process, providing a roadmap for development. He dives into the 'who, what, when, where, and how' of strategic planning, making it accessible and actionable. Moreover, he shows you how to identify and leverage essential Key Performance Indicators that will transform your strategic plan into a financial powerhouse, setting your firm on the path to prosperity for years to come.
Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.
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