As a financial professional, you are great with numbers, making it easy to advise others on making aligned decisions. Unfortunately, many of us don’t prioritize our own financial well-being while balancing our lifestyle goals. The fourth quarter is a perfect time to practice living in better balance as you increase your revenue while enjoying holiday festivities.

As the year progresses toward the filing of final extensions, you may feel the stress of your revenue gap increasing. If you're wondering how you can identify your revenue opportunities for Q4 and develop a plan of action to fill the revenue gap to end Q4 strong, this course is for you. In one hour, you will be shown a signature framework to bring in new revenue without overloading your calendar. For even more value, your 4th quarter actions can significantly reduce your 1st quarter stress and the ability to generate quick cash flow next tax season.

In our time together, we will guide you through a revenue-planning exercise and introduce you to a tool that makes filling the gap easier to visualize and achieve.

Learning Objectives:

• Determine your remaining annual revenue gap


• Distinguish different ways to close the revenue gap with more than just what’s already on your plate


• Perform high-margin work using the knowledge and resources you already have without looking for new clients


• Practice using our flexible cash injector calculator to map out your Q4 service offering plan


• Recognize the “my eyes are bigger than my calendar” syndrome and learn how to not fall victim with our best tips to time block like a pro