Plan

What to DO to GET Referrals
Prism: Lead the Field
Conversation lead by: the Whitlock Avenue Team

and Leaders are never satisfied with the
way things are – they see advances to be made, they set goals, they plan and prepare.

As a leader in
your business share what’s next for your company.

Tell us why you
chose this mountain to climb.

 

28 Responses to Plan
  1. Steve Perry
    October 30, 2020 | 9:09 am

    The future of Books, Taxes & More, LLC is for growth in both the Atlanta area and in other state. We have technology in place to protect the confidentiality of data. We are expanding our network of great people in several specialty fields with the Law including business, bankruptcy, closing and tax attorneys; financial services professionals; and other fields where we can help their clients as well as our own. I chose to climb this mountain because I have a great passion for helping people keep as much money in their own pocket as legally possible to spend as they want. I love the small business owner and helping them grow and be profitable any way I can.

  2. Pamela DeRitis
    October 30, 2020 | 9:13 am

    My business is still new I am continually thinking of creative ways to increase my visibility and tell the world that I’m here to serve!

    I recently partnered with several other women in the health and wellness space to offer a free webinar in late Nov/early Dec. We will each cover different topics in health and wellness — mine of course being plant-based living!

    Our marketing materials are just about ready to be socialized and we will be defining the final date today. I’m looking forward to it!

  3. Gerald Wessels
    October 30, 2020 | 9:22 am

    A trainer in the real estate field stated recently that the field today requires us to be able to write, video, speak and produce podcasts. Few are gifted in all of these, but fortunate are the ones who develop their abilities in several. Entry into the field of video has stretched me more than about anything in a number of years.

    For the Wessels Realty Team, producing regular podcasts would even be more of a stretch. The typical Youtube Video is going to be between 2 to 5 minutes long. But how can one hold somebody attention for 30 minutes? Leaders in this industry are beginning to innovate in this field as well!

  4. Nicole Valdez
    November 2, 2020 | 10:05 am

    What’s next for Synovus is continued growth and market capture. Our goal is to be the bank of “here” and to reach the communities where we are located. We strive to learn the goals and future endeavors of our customers so that we can help individuals, families, and business along their journey and help them reach the targets they have set for themselves. Continued learning and personal development keeps me up to date on my skills and helps me be a better provider of financial guidance. My next mountain is to become a licensed banker so that I can assist my customers with more in depth needs.

  5. Andreas Wilder
    November 2, 2020 | 10:20 am

    Helping clients manage their finances and make financial decisions in alignment with their goals is difficult to do without having a complete and accurate picture of their financial lives.

    Tools, including account aggregation software that is linked to planning software, allow me to seamlessly integrate real time data into a collaborative process for clients. This, in turn, helps them to make on the spot decisions while keeping their goals front and center.

    In 2020, my organization, Endurance Planning Group, more than doubled in size (personnel, clients, and revenue) through strategic partnerships and a team atmosphere that continues to attract talent.

    For 2021, I plan on the investments in technology, client experience and advisor culture continuing to bear fruit – delivering a highly referable experience to clients and helping advisors deliver that same experience to their clients will propel the organization to a regional firm within the Southeast.

  6. Tim Cowan
    November 2, 2020 | 10:30 am

    In the world of Real Estate, everything is always changing. My business is to protect my clients larges asset, their house. The changing real estate environments opens the door savvy investors, which in todays environment, disguise themselves in so many ways. Having SOLD over 700 homes in the area, I will continue to use my experience to protect my clients home value.

    Tim Cowan
    Listing Specialist
    The Cowan Connection Team of KW
    http://www.TimCowan.com

  7. David Edmonson
    November 2, 2020 | 10:48 am

    The ability to purchase online has become the STANDARD expectation. Whether an office manager is ordering toilet paper and paper towels or a reginal manager for Autozone is restocking 500 oil filters, their desire is to “Add to Cart” and “Checkout”.

    Many business owners get stuck when deciding the strategy on how to go online:
    * Do we sell online under our main brand?
    * Do we sell all products online or just some?
    * Do we sell to the public or only to existing customers?
    * Do we sell at a discount or list?
    * Do we offer free shipping?

    In 2021 the goal for my team is to make these decision points easier. I want to allow decision makers to keep moving forward without getting hung up on major decisions.

    David Edmonson
    Variux

  8. Kriston Sellier
    November 2, 2020 | 11:18 am

    I like to invite people who are clients, prospects, vendors and business connections. Many times, I see that they would benefit greatly by being a member or that they are starting their business. For startups, I feel like PowerCore is the best place to create a networking group of people you work with, great resources and also people you can confide or ask questions to.

    Business owners who are looking to grow their business and don’t actively network are missing out on an opportunity. I also look for people who are always busy. The time of 7am is great for business people because they can still get their work done, yet they are able to leverage their time by getting their networking done before they arrive at the office.

  9. Bart Nunley
    November 2, 2020 | 12:27 pm

    Managing growth. Growth for a small business a very fine line. I’ve seen tremendous growth since starting Elley just 4 years ago. Where growth is good and the ultimate goal, managing growth is crucial to ensure we are properly servicing our clients.

    Managing growth is my mountain because service can’t be compromised! The culture of Elley is to simplify IT while giving a great level of service! Therefore, we cannot sacrifice service.

  10. Len Nelms
    November 2, 2020 | 12:32 pm

    Growth is the goal for Fair Tax Solutions in 2021. Ideally, we would double revenue and double our small staff. This would allow us to serve more troubled taxpayers and expand our reach. We anticipate many, many more taxpayers will be facing challenges as a result of COVID, and we need to be able to response and help.

  11. Zac DeDominicis
    November 2, 2020 | 12:37 pm

    In the world of video and big city ventures, there are literally thousands of unprofitable avenues and rabbit trails one can traverse. Couple that with lack of knowledge plus uncertainty and you’ll be painting a picture of many in business today.

    I’ve been running my own business for 2 years. These past 2 years have been more about just “getting started” and “off ground” so to speak.

    The next 2 years for me are all about how I can help businesses of all sizes, navigate the world of video today in order to be more profitable and reach their goals.

    I’m not just a filmmaker anymore. (Making videos for hire)
    I’m a video strategist. (Creating Strategies that get results)

    I’m scaling the mountain of video strategy so that my clients don’t have to. And when they are ready to employ video as an aid, or in some cases even a lifeline to save their business, I’ll be prepared and ready to help.

    “Amateurs talk tactics but Professionals study logistics.” – 4star General Robert Barrow US Marine Corps

  12. Jim Hilber
    November 2, 2020 | 12:49 pm

    We started 2020 with great intentions. I listed an specific intention for every month of the year. Examples are Focus, Exceeding, Inspiring, thanking and…. changing. I change them annually in an attempt to conquer what needs to be done. We can all always grow. We can all always improve.

    It has been hard to gauge success in 2020 with the challenges and struggles handed to us. Positivity and energy will always be key characteristics of success. I will continue to share and convene with dedicated circles of influence.

    We all are looking for opportunities to wrap 2020 and venture into the new year. Where are they? They are ALL around us. There is power and inspiration and paths to amazingness in all directions. We simply have to put ourselves in a place where we can be observant and dare to discover them. In difficulty lies opportunity. If it is important, we will find our way.

    I will continue to “unravel the madness” of the payments industry for my referral partners and clients. All merchants are in the same 2020 storm but they are all in different boats. I have learned that a proper amount of empathy fuels connections as we reflect on feelings that are uncomfortable and attempt to take on the perspective of others. I will strive to not pass judgement and listen more. We struggle. We adapt. We hear. Together.

    I am not saying it will be easy. I am only saying it will be worth it. We all are. Do good and be well.

  13. Denise Jutze
    November 3, 2020 | 8:44 am

    Continue to work closely with my customers to ensure they have all the necessary resources to succeed. Weather that is the services we provide or to offer network solutions from my circle of influence.

    It is important to ensure that our customers have every resource available especially as small business owners, most do not understand the risk exposure and I feel it my duty to educate and advise them around the landmines of small business ownership!

  14. Hector Lopez
    November 3, 2020 | 8:55 am

    We are working on growing the company into Tennessee.
    Also, Lopez Construction,Inc. is planning to rebrand with a new name. The goal is to create:

    Shepard Building Company,Inc.
    Atlanta/Knoxville

    A mountain that if it the will of my Lord and Savior Jesus, we will climb!

  15. Brandon brackenridge
    November 3, 2020 | 8:55 am

    I started my B-Floored journey in 2010 with no expectations. Its been a wonderful experience. I’ve learned so much through the years. I’ve wore every hat long enough, over 10 years now. I’ve learned each job successfully. Now its time to outsource these duties and learn to lead from a distance. Learn to trust so that I may grow. Growth is good and must be valued. I’ve recently hired a sales guy with great potential. Its been challenging training. Know one has passion like you would for your own company. So having to paint the picture for the future and keeping people motivated as you are for the company can be frustrating and a challenging mountain to climb no doubt. However once I reach the top I know the fruits of my labor are their. The profit from my time and money investment. Watching the company grow and move forward. Something you started from nothing. Your idea, your creativity coming to life and impacting lifes. That feeling deep inside is what makes it worth it!

  16. Linzy Parsons
    November 3, 2020 | 9:01 am

    Progress happens when people feel safe and secure. My business is here to help people embrace today and confidently pursue tomorrow. My goal remains to bring a greater peace of mind to the customers I serve and deliver with care.

    I look forward to many changes that are to come in 2021; the biggest mountain I will climb is starting my own book of business (as opposed to growing someone else’s) and talking to enough people. Being proactive is a must in a time where market share (of any industry) is critical so I will continue to focus my efforts on digital platforms and technology to reach more people.

    With many employers undergoing workforce reductions, working smarter and harder is critical to success!

  17. JB Kitts
    November 3, 2020 | 9:13 am

    This has been an unprecedented and challenging year for all, but especially for leaders. For me personally, I made an important and significant pivot in my business and I’m so glad I did. The timing was definitely right. Advances have been made, goals have been set, planning and progress is certainly ongoing and I’m excited about new mountains to be climbed. However, each new mountain to be climbed in my business requires new growth in “me” first. I believe in the leadership mantra, “everyone wins when the leader gets better.” Throughout the year I daily take time to work on personal and professional development because it lends inspiration for me, and ultimately others that I partner with, to keep the business moving onward and upward. The positive results are my reward.

    In 2021, I will be working to strengthen my online lead generation strategy so that I can exponentially multiply the number of clients who will be saving money on the essential services used in their home.

    JB Kitts
    Kitts Essential Services
    http://www.kittsessentialservices.com

  18. Melissa Moody
    November 3, 2020 | 9:56 am

    To be honest, I just started my company this year, so just getting set up is my “mountain to climb”. It’s been an endless list of firsts, building a website, gathering the photography equipment I need, ordering business cards and working with id8 for a professional logo. At times it’s been both mentally and physically exhausting and I’ve wondered if I should just be a drone at Target, earning a steady income and skipping the headaches of obsessing over what I need to do next. But I’ve dreamed of being a photographer ever since high school, for 27 years, and how sorry would I be if I didn’t follow my dream? I constantly obsess about photography, pinning photos I like on Pinterest, looking for good locations for photoshoots (even when I don’t have one scheduled), giving my photography away for free out of love. I think it’s been God leading me in this direction this year, so He’s in control and I’m just watching to see if this is truly where He’s leading. So I’m going to chase my dream a bit longer, and work as hard as I can to make it come true.

  19. Brian Long
    November 3, 2020 | 10:34 am

    Our journey has been a blessing from God. We made it through Covid, we grew our business and will soon be expanding. We released our 1st Money Pages issue in April of 2019. We have grown from 16 pages to 32 pages in the past 18 months. We started with 30,000+ circulation in Kennesaw, In November of 2020 we expanded into Acworth and now send our publication to over 40,000 in North Cobb (Kennesaw/Acworth). In April of 2021 we will be launching our 2nd zone. East Cobb. East Cobb will be a 16 page magazine to start and will deliver to over 40,000 homes in the following East Cobb Zip Codes. 30066, 30062, 300638, 30067

    We are excited about our growth as we head into 2021.

    We are blessed!!!

  20. Scott Orr
    November 3, 2020 | 10:35 am

    Looking ahead to 2021 and finalizing my business plan for the coming year is much different this year than last. In light of the pandemic and the challenges it has created, my business has moved almost completely virtual. I am blessed to be in a position to make that transition and not have to fundamentally change the structure of my business.

    During 2020 I discovered to my surprise that I absolutely love working from home. I was also surprised to learn that the vast majority of my clients and prospects were comfortable holding our appointments virtually. Embracing technology and the efficiencies it can provide is crucial to my 2021 business plan. While there is no substitute for a face-to-face meeting, it is great to have an alternative when clients need another option.

    Goals for 2021 include engaging my clients more consistently and clearly communicating the scope of my services to all existing clients and prospects.

    The fundamentals of my business remain unchanged. Communicating my value, listening to my clients’ goals, empathizing with their challenges, understanding their situations and recommending holistic solutions will remain my priorities. Maintaining that service model is paramount to the coming growth and success of my business.

  21. Shawn Livingston
    November 3, 2020 | 11:59 am

    2020 has had it’s challenges, but even with everything going on, business has been very good. In 2021 I plan on expanding my business to include employees, a new website and possibly more. There comes a point in your life where you realize you can’t do everything alone. The passion I have for my business needs to be shared with others. I know that will come with challenges of it’s own but with determination and the right people in place I know I can be successful.

  22. Doug Wise
    November 3, 2020 | 3:54 pm

    The Wise Law Firm continues to grow each year. We are considering many growth strategies for 2021. Our main mountain to climb is to continue to hone in on our best client and to refer all other clients to our trusted partners who will be a better fit for their situation.

  23. Deana Dalrymple
    November 3, 2020 | 3:58 pm

    In the past, my source for marketing has been through networking , referrals from current customers and repeat business. The next step for my company is to build more of a web presence. I am putting steps in place to test, define, and measure my website performance by tracking website visitors and implementing social media platforms where I can track numbers. I am working with id8 to come up with a plan to improve my marketing strategy and re-vamp my website. I am excited about this next step in growing my business.

  24. E.J. Farge
    November 3, 2020 | 5:24 pm

    BEfore giving the final sentence of “I’m a great referral for your….” we must be sure that we ourselves BELIEVE i that statement. We don’t “fire into the dark” but go within and assert only that situation wherein we know that we are fully convinced and capable of the service offered!!

  25. Kenny Cox
    November 3, 2020 | 7:32 pm

    The next goal I have for my company is to concentrate my service area a little closer to home. I have recently advertised in Brian Long’s money pages and plan on doing a few more targeted advertisement campaigns as well as sending Thank You cards to all local clients inviting them to share my information with their neighbors.

  26. Laurie A Dady
    November 4, 2020 | 8:42 am

    Prior to Covid and even 2020, I have been steering my business and continue to steer it towards more of an online presence; with the goal of concentrating my efforts more on the functional medicine side vs chiropractic. Working with and “seeing” functional medicine patients, both locally and out of state, via zoom versus in-office appointments. That being said, I have been actively delegating jobs I used to handle to others as well as strategizing the “what’s next” factor in my planning of going online and checking off my to-do list of what needs to be completed in order for this to happen.

    While Covid was unexpected, it hasn’t changed where I was headed with my business. Covid simply reassured me that this is the way to go.

  27. Tim Brisbane
    November 4, 2020 | 11:54 pm

    It was my goal moving forward in 2020 to build a better online presence and branding myself vs someones else company. This year to help reach that goal i knew i had to create more relationships in the commercial space and go after major accounts. With prior experience of being an account manager for 12 years in the medical industry. i saw this to be a strength and a skillset that would separate me from the competition. Im built to handle difficult problems and have patience to deal with the special customers who have to have their hand held through a process. I’m now wanting to transition the communication skills and experience i have and apply it into a different industry involving residential and commercial roofing and construction services. By taking full ownership of all accounts established within my network. My focus is on the growth of my network and generating more opportunities to bid on contracts. With Covid hitting in March my momentum had staggered as bids and opportunities were put on hold. But! Still during the pandemic I have focused on establishing new relationships and generating new leads both organically, through print marketing and online. As an account manager the goal is to create a portfolio of jobs targeting the private sector, government sector and residential.

  28. Adriana Arias
    November 6, 2020 | 3:37 pm

    Low T Nation plans to continue moving forward in the development and innovation of medical protocols in the areas of men’s and women’s hormonal health in order to better care for our patient base and produce even better outcomes in 2021 than 2020.

    Low T Nation also plans to continue developing education and consulting services in order to educate medical professionals in the area of men’s and women’s hormone replacement therapies in their market.

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