Have specific needs that you want to address with Libby and her team? Check on these One-On-One options.
Let’s have a “CEO Date” working ON your business, figuring out where you are going next, and how to get there in the most efficient way possible. You’ll be amazed at what we can accomplish together in an hour and half of focused—no fluff—time.
A one-time strategy session is ideal for: rapid firing of questions, deep dive on 1-3 topics, and just general guidance on a decision you are making, direction for your business, or creating a system or process for streamlining your practice.
You’ll walk away with a plan, focus, and clarity on how to move forward on your goals.
Need time to implement? Two sessions allow us to give you the time to get to work on your new vision and an opportunity to talk again for accountability and fine tuning. Some advisors need to process our discussions, take some action, and circle back for additional feedback and guidance. We will meet via Zoom video conferencing and after our discussions you will receive a recording of our calls so you can refer back to them as needed.
You’ll walk away with a plan, focus, and clarity on how to move forward with your goals… plus some accountability when we meet again.
Want on-going coaching and accountability? Back to back to back session packages help keep you on track, keep you motivated, and keep you crushing your goals by working through your hiccups, mindset, and growing pains every month.
Want to buy back your time and have Lori polish your new or existing operations person’s skills and process creation? Lori will work with your DOO on business processing strategies that will free up your time and move some of your job description on to your DOO’s. Typically, we customize Lori’s time with your DOO based on your greatest needs.