Call us: 480-987-2700
Email: ClientSupport@TPWM.co
Subscribe to our content
about-me-logofacebook-logolinkedin-logogoogle plus.jpgtwitter_logo.jpgPinterest Logo

 

Career Business Bonuses Salary 401(k) Taxes Profit Planning Investments
Family Divorce Marriage Engagement Education Home Life Insurance Savings
Wealth Distribution Charity Gifting Inheritance Family Trust Tax
Retirement Travel Leisure Income Longevity Medical Planning
When will you reach your next Turning Pointe?

Great Winter Small Business Reads: Mastering the Rockefeller Habits

rockefeller1.jpg

by Katie Trusdell with Keith Klein

Read on NFIB.com (National Federation of Independent Businesses)

Part of an ongoing series on NFIB.com, Small Business Book Club

"This book helped one small business owner focus on his business’ basics—core values and goals—to develop an overarching strategic plan."

The Small Business Owner: Keith Klein, independent financial adviser and owner of Turning Pointe Wealth Management 

The BookMastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Growing Firm by Verne Harnish 

Why I Read It: I heard about this book from several small business owners and entrepreneur colleagues. They talked about developing goals and aligning them with actions. This was attractive to me because I had the “grand idea” of how my business should be and the micro-level steps to serve my clients, but there was a big-picture structure that the book helped me establish.

Biggest Takeaway: This book helped me establish the actions that flow from the core principles of my business. It gave me a simple process to create weekly, monthly, quarterly and annual goals that lead into my grand five-year plan. I really enjoyed the case studies, as they are awesome real-life examples of this recommendation in action. The implementation section of the appendix gets specific and is very helpful as well.

Applying Lessons Learned: The one-page strategic plan has helped me communicate better both within my company and with my family. Following the rubric helps crystallize my intentions and helps to create clear and concise communications.

Who Should Read It: I recommend this book to all of my clients who are entrepreneurs and small business owners—especially service providers, who can get wrapped up in the day-to-day tasks and forget to take a look up at the overall sense of the business.

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved