Income Producing Activities: Plan to Keep the CA$H £LOWING

Supporting

Presents

The Answer – Up Front

1. Establish intent2. Plan & Schedule3. Prioritise

BornIn

Brum

Chick-Fil-AScholarship

ENET Media

Services

BWC, TD,BSc

MotownUniversal

PWC

GoldmanSachs

No MoneyFor Uni

Claire’sAccessories

Who is Marcellus Lindsay

Leverage Through People:Partnerships That Work

POP QUIZ!1. What time management training have you had?2. How long do you spend planning each week?

The Story Behind the IPA Planner

Time Management Sales Process Management

The Story Behind the IPA Planner

Common Principles• Intent• Engagement• Frequency

POP QUIZ!1. What are TWO reasons most start ups fail?2. What are you PLANNING to do to avoid these

common traps?

Let’s do it.7 Steps

1. Promotions2. Prospects3. Proposals4. Partners

5. Intent6. Priorities

7. Objectives

Clarity Creates ConfidenceYour offering in 20 seconds or lessProfile of your IDEAL client (financial)Primary Question & Test Questions

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