Setting up your money business scoreboard

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Setting up a scoreboard for your business (2:00) 

• The importance of appraising your business the right way (3:55)
• Identifying your personal and business readiness assessments (6:05)
• Understanding your business attractiveness assessment (7:35)
• Establishing goals and priorities and understanding differences between risks and opportunities (14:30) 
• Utilizing Master Planning and creating key measurements and metrics (18:50)

Setting up a personal finance scoreboard (23:38)

• Creating your personal balance sheet, committing to your goals, and assessing your financial readiness (25:38)
• Start by identify goals and priorities and recognizing differences between risks and opportunities (31:50)
• Breaking down the financial planning process and acknowledging when it’s time to get professional help (38:20)

The financial industry scoreboard (44:50)

• Describing what the industry wants from you and recognizing incomplete and unfinished planning (46:00)
• Tailoring financial planning to your personal situation and a better path to running your money business (53:12)

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.