Vision and purpose by Stewart Bell - AFSL key partners
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Check out Stewart Bell’s slides from the Better Business event and refresh your memory on what makes a strong vision and how to put that vision into action.
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Vision and purpose by Stewart Bell - AFSL key partners
- 1. Asteron Better Business Series – AFSL partners Vision & Purpose by Stewart Bell
- 2. Questions for advisers… • Are you clear on where you want to be in 5 years? • Do you deeply and honestly understand your WHY? • Do others understand where you are trying to get to? • Have you stayed on track to achieving it? • Are you the best person to keep you accountable?
- 4. Introductions • Tell us about you… • Your business… • Your planners… • What would you like to get out of today?
- 11. Vision?
- 12. A strong vision 1. Clearly states where the business will be in 3 – 5 yrs 2. Tangible - see, hear, taste, smell and feel it! 3. Something to believe in!
- 13. Constructing a strong vision Qualitative Quantitative How does your life look? How big is your business? What have you achieved in this time? How many clients do you have? What are doing in your non-work How many people work with you? time? What is your revenue? What type of relationships? What is your profit? What sort of work are you doing? How much is your personal income? What does it feel like to come to What are you charging? work? What hours do you work? Who are your clients?
- 14. Example 1 - Dynamic Working for our business will be an enjoyable experience, which in turn will rub off on our clients. Walking into our office, you will find a warm and engaging environment that will be the beginning of a great experience. Our staff will understand they are all relationship managers. We will invite, challenge and support our team members to become the best they can be in all areas of their lives. This culture that will lead to tripling revenue in 3 years.
- 15. Example 2 – Simple and straightforward We will become the #1 risk writers in our Dealer Group by June 2013. We will do this by becoming experts in <our chosen field> and creating an environment where we love what we do.
- 16. Example 3 – Different!
- 17. Ready to begin?
- 18. Fierce Visions “Today’s employees consider themselves owners and investors. They own their time, their energy and their expertise. They are willing to invest these things in support of the ideas and goals in which they believe. Give them something real to believe” Susan Scott Author, Fierce Conversations
- 20. Planning
- 21. Planning Part 1 - Inspect Part 1 - Discovery Session Attendees: Key decision makers, senior personnel 1. The proposed vision for the business 2. What’s the gap? 3. Identify strengths vs. areas of focus STOP!
- 24. Planning Part 2 – Create the plan Offsite Planning Day Attendees: All valued staff, relevant externals 1. The proposed vision for the business 2. The issues to address 3. How will we solve those issues? • Today • Over the next 12 months DO AS MUCH AS POSSIBLE
- 25. The plan itself?
- 26. One page business plan
- 27. Getting results
- 28. One final consideration… Is the adviser the best person to.. 1. Run the process and participate? 2. Ask themselves the most insightful questions? 3. Identify previously unrecognised issues? 4. Keep themselves and their team accountable?
- 29. Summary – 5 practical steps 1. Find the vision 2. Consider the WHY – theirs and key people’s 3. Run the Discovery session – inspect 4. Run the offsite Planning session - solutions 5. Give permission to keep them accountable
- 31. Future support
- 32. Help is at hand. www.elixirconsulting.com.au www.pricingadvice.com.au