Strategic Enterprise

Empower the CEO within!

Formalized in 1996, the overarching goal of the Strategic Enterprise Program is to explore openly and directly your unique abilities and talents, expose you to CEO like disciplines, and work to enable you to build a Strategic Enterprise that serves your clients dreams, ultimately fulfilling your enterprise dream.

The methods of business development deployed within this program break from these traditional teachings to focus its attention on the “Entrepreneurial Independent Advisor” who seeks to understand business and how to create a strategic enterprise that reflect their personal and professional purpose.

In short, this is about building an enterprise whose purpose is:

  • greater than any individual within the enterprise, ego is removed
  • values-based and relationship centric
  • to serve (Client, Team, Self)
  • strategic rather than fragmented, disorganized, and reactive
  • and is built to last generations

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