Lesson Category: Scorm File

A process for the advisor and team to use to evaluate new ideas and plans for re-prioritization.

Developing the tools for team members to integrate new ideas with existing priorities and work.

CEO/Advisors will maintain firm focus by working with the team to integrate new ideas with existing priorities and work.

This course covers one of the most sensitive topics that we deal with at Carson Coaching: How do team members maintain focus on firm priorities…

Create a high-level profile of the type of clients you would love to attract.

For each one of the clients listed in the previous step, do a quick inventory of important characteristics.