One Page Plans for:

“The One Page Business Plan is an out-and-out winner. Period. It makes great sense to me as a so-called business thinker. But the acid test was applying it to a start-up I co-founded. We spent several days drafting our one pager – and have been editing it ever since. It is a powerful, living document; the very nature of which has led us to important new insights. The One Page Business Plan = the proverbial better mouse trap!”

-Tom Peters, author of
In Search of Excellence
Thriving on Chaos
Liberation Management
The Pursuit of Wow!
And The Circle of Innovation

One Page Plans for
Financial Services Firms

• Frustrated with your Last Planning Process?
• Have a Solid Plan? Not Measuring Results?
• Struggling to Keep Your Team Focused?
• Need a Simple, Fair Accountability System?
• Ready for Next Level of Discipline?

We Can Help... We Reinvented Planning For the Financial Services Industry!

There is a long list of individual agents, advisors, brokers, specialists, field leaders, sales executives,
agency owners and managing partners who have successfully used The One Page Business Plan to create
a focused and disciplined approach to growing their practice or business to the next level. Most claim this
process does for them, what they do for their clients… it helps them prepare for the future by creating a
clear, concise plan.

If you make a living selling financial products or advice, or managing those that do... you can now draft a business plan on a single page in less than two hours. We have done most of the hard work for you using The One Page Business Plan^® methodology; you will never have to start with a blank page!

The One Page Business Plan is an innovative approach to business planning that captures the essence of your financial services practice or company on One Page using key words and short phrases. This makes it possible for agency owners, corporate executives and producers at any level to have their own plan. One Page Plans are easy to review, compare and understand leaving no doubt what is to be accomplished!

High Value Products Designed Exclusively for Financial Services Companies:

- The One Page Business Plan for Field Leaders
- Train the Trainer (Internal)
- The Essentials Graduate Program
- One Year Planning & Performance System (Executive)
- Blueprint for Growth™
- Point, Click, Plan!® with Plan Vault
- 1:1 Coaching for Advisors, Top Producers, Frontline
--Sales Managers, Executives, GA’s
- The 90 Day Sales Plan – A powerful 25 minute strategy -- blast webinar!
- The One Page Business Plan Web Plan Builder!