Showing all 3 results

  • Business Owners & Planning

    Delivering Vision

    $25.00

    Peter will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want it to be upon retirement.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Peter Sieffert, Business Consultant

    Click play to watch a short video about ‘Delivering Vision’

    Add to cart

  • Delivering Vision – Engage Your Business Owner Clients

    $25.00

    Peter and Greg will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want to be upon retirement.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Peter Sieffert, Business Consultant

    Click play to view a short video about ‘Delivering Vision – Engage Your Business Owner Clients’

    Add to cart
  • Business Owners & Planning

    Shifting Focus to Grow Your Business

    $25.00

    Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant

    Click play to watch a short video about ‘Shifting Focus to Grow Your Business’

    Add to cart