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.