Lion's Share Group

This program is part of our BUILD Series: Building Business 101: Gain access to our comprehensive toolkit of resources to help you build and operate a profitable business

Business Plan

Some cringe when someone asks “do you have a business plan”, others think they have a plan when the reality is that they just “plan” to work 16 hours a day instead of 12 and pray that the business comes to them. This Program will provide a very thorough outline on exactly what your plan will be and how to execute on it daily.

Creating a business plan is about identifying where you want to be or where you know you could be more effective and your business could grow. Typically, these fall into one or more of these categories:

• Where you want to be more effective
• Where you want to add value
• Where you want to have a clearer strategic plan to strengthen relationships
• Where you want to create more loyalty
• Where you want to expand your referral sources to keep growing

Bottom-line is that you need a PLAN! This Business Plan is not your typical 20-page document with a S.W.A.T analysis (google this to find out more!). It is about clearly identify areas you want to expand in and have a complete plan with detailed “to dos” or “tactics” so that you can simple just get on with it. This Business Plan will become your day to day map of what you want to achieve in specific areas of the growth of your business.

Take the number of leads you know you need and develop those into daily marketing activities and tactics. Our comprehensive Business Plan is broken down into a user friendly format, that is easy to implement and helps you make tangible progress on a daily basis.

Program Components

Training Modules: A comprehensive set of 11 training modules that will walk you through all elements of the program while providing invaluable information and insight and narrated by a top producing mortgage broker. Learn how to implement, use and maximise results with differentiating techniques. These training modules go above and beyond just reading the content of the workbook that you will receive - they explain in detail how to maximise the use and results of this Program in your business.

Templates: Includes the Business Plan which is a sophisticated Excel Workbook that has been customized and tweaked to provide a Point and Click easy to use tool to maximise your business growth and deliver results and profit for all your marketing time and efforts! No reinventing the wheel required - no technical experience required. While your Program is still active on line (expires after 365 days) or your VIP Membership is in good standing, updates to these templates will happen automatically and you will be advised by email so that you can download the updated version.

Workbook:  Soft copy of ALL the documents & training content, scripts and easy point and click templates for you to customize, tweak and use immediately. Reminder when Claire references page numbers it will be in accordance with the previously associated text file. The workbook is a step by step guide to learning, understanding, and implementing the program content. A guide that will be used over and over again - while initially learning the program and then for future reference. Start to build your library of knowledge and experience. Refer to this workbook while you are watching the training modules.

Updates and Upgrades to the Program:  When you purchase our programs you have access to any and all updates for a 365 day period. You will receive updates to these any templates as well as program upgrades automatically. This membership also gives you access to our Bank of Canada template to send out to your database for all the fixed announcement dates, attendance and recordings of our member’s only webinars, and 30 minutes of free coaching per year with Chief Education Officer - Claire Drage - a top performing mortgage broker and trainer in the industry. After 365 days of purchase you will be required to pay $99/year to keep your membership in good standing.

REMINDER, APPROVED USE AND COPYRIGHT INFRINGEMENT: Please remember that you have purchased the right to use this program, its training modules and templates. Do not distribute to anyone other than your own staff and assistants to be used on your own mortgage clients ONLY. It is forbidden to sell or distribute without permission from The Lion's Share Group Inc as per the Terms and Conditions agreed upon when you ordered this program.