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 check 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.
Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!
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
Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.