The financial services industry has focused on training advisors to be "income producers" and, as such, captivates the professional advisor to annual production numbers that are required to maintain lifestyle and contracts. Strategic Enterprise Program (SEP) is a proprietary system that provides Member Partners the framework and elements to grow and develop a more efficient and purpose rich enterprise. Its objective is to provide a structure for learning, complete with proven, tested and integrated systems of business designed to grow the business leader within and convert them from past income builder habits to that of enterprise builder; empowering the "CEO WITHIN".
The foundation of Strategic Enterprise is to establish a purposed based mission and vision; determine growth goals; define unique stakeholder roles; build team as servants of mission; monitor for accountability to vision; focus time on matters of importance, not urgency; permit growth through strategic focus and quality relationships all of which is managed and measured through a state of the art integrated technology suite. Strategic Enterprise is a uniquely rich journey and experience that requires dedication from the Member Partner, their team and their partnership with Founders Financial to ensure permanent success and enterprise fulfillment.
The true measure of the successes and significance of Strategic Enterprise can be found from an examination of the facts and from the testimony of those utilizing it today.
The Statistical Facts:
- Since 1996, Member Partners have achieved significant economic growth and balance within their enterprises and increased their overall net worth.
Testimony:
"Founders Financial has, through SEP, moved me from a practitioner to a strategic enterprise owner, focused on efficiency and resources which allow me to independently serve the needs of my clients. I am part of the enterprise, Founders Financial, and feel that my thoughts and contributions are received and add value to all members."
"I wanted to express my gratitude for you and what you do for Founders, and more specifically for my firm. It has been 1 year since I became a Member Partner of Founders Financial and, as I took time to reflect over what has transpired in the last 365 days, I found myself in a state of disbelief at the goals that I have accomplished with your leadership. Today I am out on my own, my revenue is higher than it ever has been in my 10 years being in business, I am just about to close the deal on a CPA affiliate, I am growing my firm from within, I am in the best place I have ever been personally and I am just flat out HAVING FUN! Your leadership and the leadership of the Founders Team have played an integral role in my development. You have helped me become a professional in the business and developed me into a competitor versus a 'survivor'. I can't thank you enough for challenging me the way you have and leading me!"
"The Strategic Enterprise Program has been instrumental in providing the required tracking and accountability of the changes my firm is undergoing. SEP serves as an excellent business planning tool that will allow my firm to continue to build upon our mission statement – "To understand what is of value to each client and render uncommon, consummate leadership, service, and advice in what is perceived as a common industry. Unparalleled Excellence Beyond Expectation." By actively participating and following the leadership provided by the SEP system, I have been able to increase my overall production by more than 20% after my initial year in the program."
