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Financial Strategic Planning

Post Intention:
During strategic planning, we must focus on our financial health. This post is to present some pillars that may not be thought of in the financial realm so you can elaborate on them during your strategic planning process with your prospect.

Starter Copy:

Money, Money, Money, Money….MONEY!

Let’s face it. Making money is one of the main reasons many of us are in business.
But being in business just to “make money” isn’t enough as there need to be some parameters around what this specifically means for you.

Plus, I’m pretty sure you have a business vision that you want to reach, and most likely you need money to get there.

Perhaps you have set specific targets, such as a certain amount of revenue or profit?
Perhaps these targets are in the form of meeting a certain number of products sold or enrolled students in your membership?

Let me ask you, do you have a retirement plan in place as an extensive of your revenue or profit targets?

Regardless of what your specific financial targets may be, it is important to have a clear understanding of the cash flow cycle for each product or service in your business.

This will not only help you meet your short-term goals, but also set your business up for long-term sustainability, growth, and ultimately reach that vision you have for your business (and your life).

Send Off:
Non-promotional (perhaps in a group or if you don’t want a direct call to action):
Do you have a financial plan in place as part of your strategic planning process?

Promotional (posting to your page, group, or profile; direct, promotional call to action):
If you are looking to set clear financial targets and understand the cash flow cycle for your business, I can help. As a strategic planning expert, I can work with you to create a comprehensive plan that takes into account your short-term and long-term goals, including retirement planning.

With my guidance, and my network of financial advisors, you can ensure that your business is set up for financial success and sustainability.

Hashtag Options:
#moneymoney #financialhealth #strategicplanning

Photo Suggestions:
Pictures of money
Piggybank
Budget software
Stock photo of a frustrated person with money

Story Suggestions:
Announce a new post with a sticker, dollar signs, and direct your audience to this copy.

Note: Be sure to insert into the copy any specific offer/promotion/resource that you have in your business pertaining to this topic (i.e masterclass, freebie, live training, service/product. Make the copy more unique to you and how you can support your current and prospective clients!

If you would like to make a working copy of this content in Google Sheets where you can make edits in your own document, feel free to use this link: https://docs.google.com/spreadsheets/d/1aK8UI11Srq90Jr-XVNZMFBptXd0xpmSjh-mx8Zc87RY/copy

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