The Rock-Solid First Step To Client Planning

By Mo Bunnell

In this episode of Real Relationships Real Revenue, I’m giving you a rock-solid first step to start your client planning. These are the most important things to getting your team grounded. We’re going to be covering your current state and future state. This first step will get your team unstuck and looking toward the future instead of the past.

Topics We Cover in This Episode:

This will help you avoid the trap of being way too focused on the past. We’ll blitz through all of the science that we talked about in the last episode and get you clear on where you’re at today and where you want to be in the future. The future vision conversation is the most important part.

If you are interested in crafting a vision for anything, make sure to check out my conversation with Michael Hyatt. We talked about some really interesting ways to craft a vision for yourself or your organization.

Resources Mentioned: Check out my conversation with Michael Hyatt