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Proposal to be the Most Efficient and
Effective Financial Network in Florida
Delivered to Mark Monkarsh, CFP
Owner/Financial Advisor
April 10, 2014
Stacey Martine, Marketing Coordinator
smartine@thefrn.com
 Financial Resource Network of Florida is
owned by Mark Monkarsh, CFP.
 It is a prestige investment business that likes
to pride itself on its relationship with its
clients.
 I am the Marketing Coordinator, as of three
weeks ago.
Problems:
 Lack of Organized Structure
 Lack of Procedures/Standard Process
 Lack of Efficient Communication and Efforts
Purpose:
Organized Structure Creates Sense of Purpose
Procedures/Standard Process Builds Confidence
Efficient Communication and Efforts Generates Profits
 Lou Casarra
 Rob Coleman
 Mark Monkarsh
 Bev Bouchard
 Jodilyn Kruse
 Clients will be impacted
 Mark Monkarsh will care and be impacted
 Jodilyn Kruse will care and be impacted
 Rob Coleman will care and be impacted
 Bev Bouchard will be impacted
 Lou Casarra will care
 Shwom, B., & Snyder, L. (2014). Business
communication polishing your professional
presence. Upper Saddle River: Pearson.
 Rue, L., Ibrahim, N., & Byars, L. (2013).
Management skills and application.
(fourteenth ed.). New York: McGraw-Hill.

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Financial resource proposal

  • 1. Proposal to be the Most Efficient and Effective Financial Network in Florida Delivered to Mark Monkarsh, CFP Owner/Financial Advisor April 10, 2014 Stacey Martine, Marketing Coordinator smartine@thefrn.com
  • 2.  Financial Resource Network of Florida is owned by Mark Monkarsh, CFP.  It is a prestige investment business that likes to pride itself on its relationship with its clients.  I am the Marketing Coordinator, as of three weeks ago.
  • 3. Problems:  Lack of Organized Structure  Lack of Procedures/Standard Process  Lack of Efficient Communication and Efforts Purpose: Organized Structure Creates Sense of Purpose Procedures/Standard Process Builds Confidence Efficient Communication and Efforts Generates Profits
  • 4.  Lou Casarra  Rob Coleman  Mark Monkarsh  Bev Bouchard  Jodilyn Kruse
  • 5.  Clients will be impacted  Mark Monkarsh will care and be impacted  Jodilyn Kruse will care and be impacted  Rob Coleman will care and be impacted  Bev Bouchard will be impacted  Lou Casarra will care
  • 6.  Shwom, B., & Snyder, L. (2014). Business communication polishing your professional presence. Upper Saddle River: Pearson.  Rue, L., Ibrahim, N., & Byars, L. (2013). Management skills and application. (fourteenth ed.). New York: McGraw-Hill.