An essential program for investment professionals who are committed to building a true practice—one that consistently delivers exceptional advice and service to its clients

Do you want to have a business that enables you to WORK LESS, MAKE MORE MONEY and ENJOY LIFE MORE?

Optimize Your Business is a five-step process that will enable you to achieve better results with less effort by building a more effective and efficient business. This innovative program gives investment professionals a pragmatic approach to solving the business challenges that come with building and managing a successful business. Optimize Your Business helps you break through a production plateau and take your business to the next level!

This program was developed by industry expert, Steve Saenz, founder and president of Paragon Resources. Since 1984, Steve has helped thousands of investment advisors throughout the United States and Canada build and manage their fee-based practices. As a former financial consultant and regional manager for Merrill Lynch and a managing director for a leading money management firm, Steve brings years of in-the-trenches experience to his work as a highly-respected coach and consultant.

Optimize Your Business :: A Virtual Practice Management Workshop is a multimedia CD containing over 2 hours of audio recorded live at several practice management workshops conducted by Steve throughout the United States. The audio recordings were edited and programmed into a user-friendly interface designed to help you implement this powerful program in your business. He offers a common-sense approach that respects the unique nature of each advisor's business, rather than offering a cookie-cutter solution.

The CD contains dozens of powerful strategies that will help you achieve Business Optimization. As you work through the chapters on the CD, you are directed to Action Plans that include models, tools and exercises that help you internalize the key points of the process. These Action Plans greatly enhance your ROI by providing you the necessary ingredients to implement this program in your business.

After completing the program, you will know how to:

• Identify and eliminate the barriers that are keeping your business from achieving its full potential
• Create a work environment that allows you and your team to become more proactive by spending more time on core competencies
• Determine the proper organizational structure for your business and team
• Increase the efficiency of your business and team through systems
• Create real, sustainable value in your business

Optimize Your Business :: A Virtual Practice Management Workshop
$100 + shipping

You can order online or call our office at 770.319.0310.

Screen Sample 1: User-friendly Interface


Screen Sample 2: Action Plans


Screen Sample 3: Workflow System


Screen Sample 4: Team Model


Sample Action Plan: Action Plan Exercise