The National Association of Insurance and Financial Advisors

 

 

 

 




 

Welcome NAIFA Members!

If you make a living selling financial products or advice… The One Page Business Plan® was created for you. Now you can do for yourself what you help your clients do… prepare for the future by creating a clear, compelling, actionable plan!

We have a rich history with financial advisors. Since 1994, thousands of financial service professionals and industry leaders have used The One Page Business Plan to create a focused and disciplined approach to dramatically grow their practice or business. The One Page Business Plan works because it takes the complexity out of the planning process. We guide you step by step through the process of how to create a plan that will grow your business… and we keep the process simple.

Using the One Page methodology you never start with a blank page! We have designed thought provoking, intuitive exercises, fill-in-the-blank templates and fun graphical tools based on the input from some of the most successful producers in the industry. The One Page Business Plan workbook and Point, Click, Plan! software contain lots of powerful examples and complete plans from real top producers.

Most people can write their One Page Business Plan without any assistance. Get stuck? Want some 1:1 coaching? A group workshop or webinar? Need a speaker for a NAIFA chapter? Give us a call at 510-705-8400 or send me an email. We have experienced industry professionals who can help you, your team or entire company.

  Best wishes for continued success,

The One Page Business Plan Company
 
 
  What One NAIFA Member is Saying...
“ While I have always believed in the importance of having a business plan to track the success of my business every year, the process took me too long, so I would put it off. When I found the One Page Business Plan® I realized that my plans were too complicated and too hard to track. In order to be meaningful, I believe it needs to be simple. The One Page Business Plan® helps you create a plan and makes it very simple to follow. I highly recommend it for everyone!”

- Gabe Smith, NAIFA Member, Tennessee