it’s a game of numbers building capacity in your business to fuel growth scott masters regional...
Post on 03-Jan-2016
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IT’S A GAME OF NUMBERS BUILDING CAPACITY IN YOUR BUSINESS TO FUEL GROWTH
BUILDING CAPACITY
• The challenge
• Solutions
• Advisor Panel
THE BUSINESS LIFE CYCLE
Starting
Growing
Capacity
SOLUTIONS
Personal Efficiency
• Time management
• Individual habits
• Daily activities
Structural Efficiency
• Business model
• Team structure
• Service offering
• Procedures
TOP SOLUTIONS
1. Increase / utilize resources
2. Focus on less clients / refine service offering
3. Streamline operations and procedures
ADVISOR PANEL
KENDAL JUSTINEN
• Rocky Mountain House, AB
• 25+ years as an advisor
ADVISOR PANEL
BRIAN HEIN
Bio:
• Calgary, AB
• 30+ years as an advisor
SUMMARY
• The capacity challenge is constant
• Focus on structural efficiency
• Change doesn’t happen overnight
• Done is better than perfect!
Questions?
FOR ADVISOR USE ONLY
®CI Investments and the CI Investments design, are registered trademarks of CI Investments Inc.
Thank you
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