CONNECT

Address:

25 South 4th Street
Lewisburg, PA 17837

Phone:

(888) 347-2080

Fax/Other:

(888) 333-6081

Strategic Planning

Some key concepts are listed here for you to consider when preparing a STATEGIC PLAN for you and your organization. At The Wealth Factory, we can help you establish a roadmap for the future, integrating any or all of these elements.

 

Administration for Small Businesses

  • Growth, Customer Satisfaction, Efficiency, Training, Available Resources, Capital, Credit Risk and Contract Negotiation

Communication

  • Know Your Audience, Validation, Effectiveness

Compliance

  • Available Resources, Building a Program (not a manual), Responsibilities, Reporting and Revisiting

Budgeting for Cost Control and ROI

  • Keys to success, Being Realistic, Capital v. Cash Flow, Process for Measuring Success, Surviving Market Fluctuations

Education

  • Options, 21st Century Media, Added Value, Custom Goals, Benchmarking

Motivation

  • Motivate Yourself Motivate Your Employees, Defining Roles, Goals and Objectives

Risk Management

  • Identification, Assessment, Prioritization, Objectives, Consequences

 

Set up a meeting today to learn what makes investing with the Wealth Factory different.


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Check the background of this financial professional on FINRA's BrokerCheck