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JB&J TEAM WORKBOOK

JB&J TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. MODULE ONE. Vision, Mission & Strategy The Foundation of a Business. Your Vision. Your Mission. Your Strategy. SWOT Analysis. SWOT Analysis. Initiatives and Notes.

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JB&J TEAM WORKBOOK

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  1. JB&JTEAM WORKBOOK Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training

  2. MODULE ONE Vision, Mission & StrategyThe Foundation of a Business

  3. Your Vision

  4. Your Mission

  5. Your Strategy

  6. SWOT Analysis

  7. SWOT Analysis

  8. Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.

  9. MODULE TWO GrowthBuilding the Firm

  10. Ideal Profile

  11. Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.

  12. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent

  13. Organizational Chart

  14. Compensation Philosophy

  15. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.

  16. MODULE FOUR Operations and Technology

  17. Role of Operations

  18. Teams/Technology that deliver services • Note: Review of the 2013 Benchmarking Study results for technology spend reveals that our Technology Line item is drastically below our peers. For peer firms ($5mm in revenue), annual technology spend is $214k as compared to our $25k. We also will need Risk Management Software. • PMR - $104k • CRM - $39k • Client Reporting - $31k • Fee Billing - $15k • Document Management - $ 11k • Financial Planning - $14k

  19. List and Documents Services Tax Planning and Preparation Available Scalable Attainable Sustainable

  20. List and Documents Services Financial Planning Available Scalable Attainable Sustainable

  21. List and Documents Services Investment Management Available Scalable Attainable Sustainable

  22. List and Documents Services Executive benefits and compensation analysis Available Scalable Attainable Sustainable

  23. List and Documents Services Wealth transfer and generation planning Available Scalable Attainable Sustainable

  24. List and Documents Services Concierge client services Available Scalable Attainable Sustainable

  25. List and Documents Services Available Scalable Attainable Sustainable

  26. Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.

  27. MODULE FIVE Financial ManagementMaking the Numbers Work

  28. Financial Management *The Financial Worksheet is a separate Excel file.

  29. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.

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