To all our highly valued clients and acquaintances:

Hope your 2009 is getting off to the best start possible.

I recently re-iterated the idea that so goes January, so goes the 1st Quarter, so goes the year.

I hope you invested time to strengthen your most important relationships (both personal and professional) via healthy communication, creating higher levels of trust, every step of the way.

Many Financial Advisors have done a serious re-think about their 2009 business plans for preservation, branding, marketing and growth. In fact, I did a Business Plan Retreat myself.

To that end, a resource that I want to bring to your attention is the following workbook:

The One Page Business Plan, Financial Services Edition
by James T. Horan Jr. (Author)
http://www.amazon.com/Page-Business-Plan-Financial-Services/dp/1891315056?ie=UTF8&s=books&qid=1197481362&sr=8-1

For our local team, it helped us develop a 1 Page Business Plan as a working play sheet. I am finding it to be a very helpful set of guidelines, to further focus and energize our efforts. If this is a disciplined process that you want for your business, let us know. We’d be glad to help.

My 2009 mission for my clients? Increase consistent income with less time and stress.
                       
Let me re-state what you can count on from us here @ Coaching for Financial Advisors:

We will continue to be on the lookout for innovative and leading edge ways to go beyond our fiscal environment’s current challenges and come to you with helpful recommendations in 2009.

Also, many have asked if we have room or desire to explore value-adding possibilities with other Financial Advisors or Branch Managers that you may know, who are also researching additional input, perspective or useful resources to help them make the most of their business in 2009.

To that end, we are happy to set up such confidential calls, where we first seek to understand their most important goals and challenges, as well as share what we have found has worked well with other professionals in the industry. From there, we can determine what’s a win-win.

So let us know what you are up to and what you might be up against in 2009.
We look forward to expanding our relationship and our future efforts together.

Please call upon us @ any time and let us know how you think we can serve you best –
we are committed to be just a simple phone call, e mail and heartbeat away. Let’s keep in good touch.  

With sincere and deep appreciation,

Coach Don  

Copyright 2007 all rights reserved. Don Sardella is a Business Development Coach serving Financial Advisors in their desire to create more profit in less time. His coaching program are delivered by means of teleconference calls, email and telephone. You are welcome to pass this “Coaching for Financial Advisors Newsletter " along to your friends and colleagues, as long as it is intact. The author of the “Coaching for Financial Advisors Newsletter" is Don Sardella. Contact him at don@coachingforfinancialadvisors.com or at Coaching for Financial Advisors - 4416 Sunlight Court, Concord, CA 94518-1925. For administrative matters and for further information about our coaching program and other products and services, contact Don at: 925-609-6441 (office), 925-609-6443 (fax).
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