Aug 16, 2018
In episode 82 of Financially Simple, Justin goes over the core strategies of Strategic Planning.
There are three considerations of strategic planning - engagement, positioning, and growth. Justin examines each of these strategic aspects and the factors of each one.
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00:34 - Strategies Within the Context of Strategic Planning
02:13 - The Three Questions to Ask
03:18 - How Will You Engage with Your Customers?
04:23 - Operational Excellence
06:19 - Product Leadership
08:46 - Customer Intimacy
10:35 - What is Your Business’s Strategic Focus?
13:19 - How Will You Position Your Business?
20:11 - How Are You Going to Grow the Business?
25:34 - Conclusion
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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