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"Own Your Business, Own Your Life!" provides the guidance and strategies to those ready to be their own boss and own their own business.








                     [See the entire book cover]

Through these 21 strategies, you will learn how to:

  • Check yourself - Do you have what it takes to be an entrepreneur?
  • Build a multi-million dollar business without a penny to your name
  • Analyze your investment before putting money on the table
  • Create the business plan that will get investors onboard
  • Apply the Wealthy Entrepreneur'sTM secrets to running a business
  • Use networking and community outreach to attract customers
  • Weigh your options - Is buying a franchise the right choice for you?
  • Run a successful business without it owning you

How to Acquire the Wealthy Entrepreneur as a Client
This program provides strategies to help the relationship banker or financial advisor accomplish the following:

  1. Gain a greater understanding of the client
  2. Recognize characteristics of successful businesses
  3. Understand the threats to wealth and utilizing them to add value to the client and create additional business for the bank
  4. Understanding the trends in entrepreneurship and how to reach this new audience
  5. How to customize their approach and become a resource, rather than a commodity
  6. The importance of maintaining contact and different ways to stay connected and gain referrals and additional business
  7. Tips from millionaire business owners…What they want from their advisors

How to achieve more professionally and personally
This program provides strategies that will enable the banking executive to accomplish the following:

  1. Gain a greater understanding of the stress in their professions and how it may impact them, and their families
  2. Recognize the traits of disengagement from the job and the harm that may cause to the customer, the business and personally
  3. Understand how leaders combat disengagement…the importance of empathetic listening and clear communication
  4. Reviewing how attitude can positively impact your business and your life
  5. Understanding visualization and the impact that can have on your career and your life
  6. Applying five things we learn in business (Setting Goals, Teams, Emotional Execution, Priorities and Systems) to your life
  7. Establishing goals in three categories: Personal, Business, Health and applying those five techniques to manage our life portfolio

Economic Empowerment through Entrepreneurship
A targeted marketing program for current or prospective business owners:

  1. This could be a great marketing opportunity for a financial institution that recognizes the surge in small business development
  2. The focus could be geared toward prospective business owners...what lending institutions look for in a business plan, credit application, or how to acquire a franchise
  3. Another approach could be to existing business owners…why as business owners they need a financial advisor or a strong partnership with a bank

Programs are being developed including seminars and workshops. If you do not see what you are looking for on our list, please call us to discuss your needs. Additionally, Phil is also available for keynote speaking. Contact Theresa Varble at (859) 422-2251 or (888) 663-6254 to schedule your engagement.


It is obvious that you put your heart and soul into your presentation and that is what distinguishes your workshop from any other that I have attended. Your personal testimony, peppered with a high-level overview of the ‘technical’ aspects of owning a business, was the perfect mix."

—NATALIE L. YOUNG
CPA

Phil's presentation to our leadership team had an impact on our lives at work and at home. He helped all of us understand and figure out what is really important. With the demands that all employees face on a daily basis, Phil was able to help us leave with a much more clear focus of what we needed to accomplish in the work place as well as our personal lives.

Phil has the ability to ensure that he is relating to all participants. He did his homework and really made an impact on each of us. We left his program energized and enthused. The hour and a half spent with Phil flew by."


—BILL ALLEN, PRESIDENT
BANK OF THE BLUEGRASS

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