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Setting up a scoreboard for your business (2:00) 

• The importance of appraising your business the right way (3:55)
• Identifying your personal and business readiness assessments (6:05)
• Understanding your business attractiveness assessment (7:35)
• Establishing goals and priorities and understanding differences between risks and opportunities (14:30) 
• Utilizing Master Planning and creating key measurements and metrics (18:50)

Setting up a personal finance scoreboard (23:38)

• Creating your personal balance sheet, committing to your goals, and assessing your financial readiness (25:38)
• Start by identify goals and priorities and recognizing differences between risks and opportunities (31:50)
• Breaking down the financial planning process and acknowledging when it’s time to get professional help (38:20)

The financial industry scoreboard (44:50)

• Describing what the industry wants from you and recognizing incomplete and unfinished planning (46:00)
• Tailoring financial planning to your personal situation and a better path to running your money business (53:12)

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.