Class III Pre - requisites – Classes I and II – Order the book, The Next Millionaires - Paul Zane Pilzer Advanced 2nd Business Planning - Developing Associations, Organizations and large client bases Research your market place - Determine the number of Businesses, Affinity groups, Charities, Associations, Schools - public, private, home, Churches in the area Build a Business Plan
Building a Financial Plan - Start with yourself and let your clients in on the Financial Planning Questionnaire.  It solidifies the long term value of the your opportunity Bundle Client's Products and Services - B2B and B2C Learn to mix and match offerings and customers from various businesses for everyone's mutual benefit Build Success Trackers - Learn to identify and build the success habits needed for a project to come to a successful conclusion.  Put them in a Success Tracker format for ongoing monitoring.  These should lead to benchmarks and best practices for each type of project. Business Documentation, Systemization and Valuation - Take clients to Thaney, CPA  Business Formats Storefront Messages - Team CR - Procurement and Supply Chain Management Intern - Develop 2 clients into Partners with their own Network - YBW models - use My Journal Read:  Managing to Be Wealthy Contact Us for more Info
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