Firm Growth Series
Virtual Strategic Planning Retreat for 2025
VIP Upgrade Opportunity
Reserve your spot with Loren for a Deep Dive into your business.
Limited to only 5 spots. During this exclusive private coaching session we roll up our sleeves to increase your revenue in 2025.
Pre-work to Prepare for Your Best Year Ever
1. Your Business Success Assessment
Clarify your purpose and direction. The Strategic Planning Retreat will help to illuminate your success path.
Recognize your start point prior to the retreat. Then pinpoint the strategic moves which will advance your business.
2. The 5 Must Have Strategies for Success
Setting aside the time to work on your business, instead of only in your business, is incredibly important if you want to stay focused on the real reasons that you started your business.
Most business owners face some degree of chaos or clutter. Learn how to accelerate your success while doing meaningful work.
3. Your 10X Vision of Success
Clarify your vision prior to the retreat. Don’t get caught up in the “how-to” steps which limit your vision or minimize your value.
Instead allow your awareness to expand. One thought has the potential to spark new ideas. Stretch beyond your comfort zone. Free yourself from constraint to explore the possibilities.
4. Break Free from the “Business as Usual” Trap
Some firm owners are rule followers whereas others are rule makers. Which do you lean toward?
This impacts growth, processes, services and revenue. Find out what happens when you shoot for the moon.
Retreat Handouts
1. Design Your Future Vision
Take charge of your destiny. Design your ideal business and your ideal lifestyle.
Clarifying what you want, how you want it and why it matters is the first step in the journey.
2. Remove the Bottlenecks
You know that one thing in your firm that keeps everything else waiting? That’s your bottleneck.
Maybe it’s chasing client documents, reviewing work, or your open door policy. Instead of working harder to push through it, let’s find what’s really causing the backup and fix it.
3. Prioritize Your Action Steps
Most business plans are dull, boring and never reviewed once they’re completed.
That’s often because they are too complex. Instead of a long to-do list, let’s figure out what to focus on now and what to postpone for a later date.
4. Know Your Numbers
You’re growth plan needs a roadmap. So, this is your numbers roadmap.
The numbers offer insight. You’ll discover where to laser focus your energy and your efforts.
5. Calculate Your New Rates
What is the value of a client?
If you’ve been thinking about raising your rates, this handy calculator offers insights about your fees.
6. Give Yourself a Raise
Choose your number.
Determine how much you want to earn this month. Then, go ahead and write yourself a check for that amount. Raise your limit to watch your bank account grow.
7. Find Your 25th Hour
Tired of working too many hours and ready to reclaim your time?
Then here’s how to determine what to keep and what to ditch.
8. Clear the Clutter
Do you spend enough time ON your business?
Some of the daily work you do actually limits your potential. Know which activities you want to focus on and which hold you back.
Retreat Videos
Session Recordings
Business Builder Series
Hosted by Loren Fogelman
Mark your calendar: Wed., November 13 and Thurs., Nov 14
Time: 4pm to 7pm ET / 1pm to 4pm PT
Join the online video meeting:
Passcode: 553869
Check your inbox to verify your email and for training details. See you there!
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