Business Advisory Reboot with Doug Robbins – The 10-5-3 Strategic Planning Process Webinar 9/10/2020

Business Advisory Reboot with Doug Robbins – The 10-5-3 Strategic Planning Process Webinar 9/10/2020

This is part of our continuing Business Advisory Reboot webinar series to help Business Advisors, Intermediaries and M&A Professionals with Tips, Tricks and Tools of the Trade – designed to “Raise the Bar”; taking your business and career to the next level! This week’s returning webinar guest was Doug Robbins of Robbinex®.

In this webinar, Doug explained how a business plan outlines the focus/roadmap, provides direction for shareholders and stakeholders. – “At Robbinex®, we’ve learned the most important person is the client – not the salesperson or intermediary – but the client and their family… How we deal with a client’s uncertainty, procrastination, or inability to make a decision is more of an art than a science. We use a scientific process to help clients establish their goals”.

The 10-5-3 Strategic Planning Program is a tool Robbinex® uses to help a client make decisions, without the appearance of selling them on the value and virtue of a particular choice. Robbinex® believes that a client needs guidance and assistance, but to make decisions on their own – never being sold on an idea.

This was an informative and inspiring presentation from Doug, and was followed by a Q&A.

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