Presentation: How to run your personal life like a "Best Practices Business" (45 minutes)

On New Year's Eve, many sales people vow to make the coming year their best year ever. Today's business climate, however, poses challenges that make it increasingly more difficult to improve upon past performance levels. Therefore, it is important to handle your personal finances in a way that will allow you to have something tangible to show for your efforts. There is no difference between top producers and poor producers if they are both broke on December 31.

This revealing presentation discusses the importance of:

• Writing and updating a personal business plan
• Developing goals around different strategies (immediate, short term and long term)
• Maintaining cash reserves
• Managing risk wisely
• Developing as aggressive offense backed up by a strong defense
• Understanding a net worth (balance sheet focus) and a cash flow (income statement focus)
• Monitoring your cash flow and paying yourself first each month

It is best used at national sales conferences or with business people who work in a performance based compensation environment.

Presenter: Tom Olivo

"What's unfortunate about the Financial Service Industry, is for the most part, it's the only place in the world where poor people tell rich people how to invest their money. Tom's presentation is an enlightening breath of fresh air. Take it from a guy who has done it, he is a true example of someone who walks his talk."

 Bill Bachrach