Strategic Planning That Leads To a Better Future

Knowing as a firm what you’re good at, where you want to go and how to get there is the key to greater profitability. Allan Koltin is an experienced advisor who specializes in facilitating retreats and strategic planning sessions that help you:

  • Determine your firm’s culture and market position
  • Identify your strengths, weaknesses, opportunities and threats
  • Envision your future, set goals and chart a course to reach them

To assist in the planning and implementation process, our expert facilitators help partners overcome barriers to communication, address difficult issues and develop action plans that work. Our strategic planning services include:

  • Partner retreats and planning meetings
  • Market research and competitive analysis
  • Firm-wide, niche and individual marketing plans
  • Visioning, team-building and goal-setting exercises

Thoughts from Allan:

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