Jun 28, 2021
In episode 365 of Financially Simple, Justin looks at the preparations for having a mid-year strategic meeting.
The last six months have breezed by, and now it’s time to take stock and assess where we are with the strategic business plan that we laid out at the beginning of the year. In this episode, Justin goes over the preparations necessary to allow you and your team to reflect on your business plan in order to effectively stay on track and achieve the goals that you had set out six months ago.
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00:45 - How to Prepare for Your 6 Month Strategic Planning Meeting
05:59 - Create an Agenda
17:28 - Choose an Appropriate Location
19:34 - Have a Facilitator
23:47 - Summary
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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