Preview Mode Links will not work in preview mode

Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Aug 20, 2018

In episode 83 of Financially Simple, Justin talks Tactics and Actions.

Setting out your business strategy objectives follows the rule of three - focus on three objectives. Each objective has three tactics to achieve it, and each tactic has three actions to enact the tactic. Justin goes over this strategy, explaining the how and why.

Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!

BLOG TRANSCRIPTION: Tactics and Actions…How to Implement Your Strategic Plans



00:32 - Strategic Planning: Tactics & Actions

01:55 - Strategies for your business’s Objectives

02:27 - Tactics for the Objectives

03:43 - Those that plan the Tactics need to be actively involved

05:40 - Objectives, Tactics & Actions

06:53 - Actions implement Tactics

08:57 - 3 Objectives x 3 Tactics x 3 Actions

11:26 - Example

12:39 - Wrap-Up



Financially Simple

Financially Simple on YouTube

Financially Simple on Facebook

Financially Simple on Twitter


Financially Simple podcasts are recorded on:

Samsung notebook:

Yeti Blue Microphone:



Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.