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MFIS PSA 15 - The Road to Success

"Success is neither magical nor mysterious. Success is the natural consequences of consistently applying basic fundamentals."

 - Jim Rohn

WHY is this meaningful to you?

The Annual Strategic Plan helps set your future up for success. Without it you may get entirely caught up working in the business (like many do), that you lose site of working on it.  This document will be the guiding force allowing you to stay focused on achieving the results you desire.  The Annual Strategic Plan outlines the activities you have, are, and need to implement to achieve your CUSO MFIS Goals. It is a great tool for measuring your ability to implement.


Combined, your CUSO MFIS Goals and the Annual Strategic Plan ensure you start as you mean to go on. It is, after all, always a good idea to begin with the end in mind. They will serve as a guide while you build your practice. At the same time, the Annual Strategic Plan will hold you accountable and ensure that you follow a systematic process that will build a profitable practice with long-term clients who trust you.

Lastly, when reviewing your CUSO MFIS Goals and Annual Strategic Plan be sure to reward yourself for a job well done – as and when required. Sometimes we are so intently focused on the future and what still needs to be done, that we forget to take time out to acknowledge our past accomplishments. Be sure to give yourself and your team a pat on the back for jobs well done.

WHO is this proven strategy designed for?


For those who want to continue to achieve a high level of success professionally.

WHAT should you expect?


You will: 

  • Wind down the program with a clear understanding of what lay ahead for the next year

  • Prioritize so you can focus on the areas that will have the greatest impact on your success

  • Refer to “What You Can Expect from this Best Practice” on the next page for more

WHAT you need to know


HOW to Take Action & Implement Successfully?


Stay the course - remain committed & do what you know is right for you & your practice.

First, use the Progress Report found at the front of your binder to take an inventory of where you are in the program.

Know WHERE to Focus Your Efforts

Annual Strategic Plan

  1. Review the Annual Strategic Plan click & type template.

  2. Begin to complete it by starting with the area most important to you.

  3. Think carefully about what you want to accomplish this year.

  4. Complete each section.

  5. Save it in a place that allows you to easily access, review and update it.

  6. Discuss it with your CUSO Team.

Know HOW to Focus Your Efforts

  1. Use the time you've previously allocated in your organizer for your regular PSA coaching sessions to 'work on the business' not in the business.

    • You've gone several months now protecting this time for the future growth of your practice - keep the habit over the long-run and you will continue to progress by remaining focused on what's important to you and your practice.

  2. Continue to include PSA initiatives on Agendas used to meet with team, clients or peers.

    • Work collaboratively with others to do an exceptional job for the clients and achieve the CUSO vision of excellence.

  3. Implement a monthly reporting process to track and monitor your progress, such as:

    • Number of referrals and number of new clients

    • New assets/revenues generated from new clients

    • New assets/revenues generated from existing clients (consolidation of assets)

  4. Commit to a Quarterly Strategic Meeting with yourself and/or the other financial professionals in your organization to provide updates on goals and objectives, and assess progress on PSA best practice initiatives.

    • This is the ideal time to review and update the Annual Strategic Plan.

    • Refer to the Quarterly Strategic Meeting Sample Agenda.  This can be done in the context of others on your team or as a review and check-in with yourself.

  5. Have an Annual Planning session with yourself and/or others to review the past year and compare results with goals as well as, update your Business Goals for the next year. 

    • This is also the ideal time to review and update your Client Analysis Worksheet (PSA 5).

  6. Last, but not least you will have regular sessions with the expert coaches CUSO provides you, to ensure you continue to receive the support you desire to achieve your goals. 

Special Instructions for MFIS 


Depending on your situation and relationship with others at the branch, such as the Financial Planner and/or Assistant, you may be complete the Annual Strategic Plan individually or as part of a team.

Watch Here to Learn More




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