LOVELAND, Colo., Feb. 10, 2016 /PRNewswire/ -- Keystone Financial Services graduated two team members through the Tony Robbins Business Mastery Course on January 16-20 in Palm Beach, Fla. As part of their ongoing business education and continuous and never-ending improvement plan, Founder and CEO Josh Nelson, CFP®, and Director of Client Services Renee Boulger were introduced to the "7 Forces of Business Mastery" developed by Robbins to help companies evolve, improve and add value.
Over the coming six months, Keystone will be applying these seven principals and measure their business progress in the following areas:
- Create an effective business map
- Find ways to add more value for clients
- Communicate core story to current and prospective clients
- Inspire, train and reward internal stake holders
- Use legal and financial analysis to ensure long term business success
- Use micro-improvements that create geometric change
- Create a raving fan culture
CREATING FANS WHO ADVOCATE ON OUR BEHALF
"After attending this exhilarating conference, we feel equipped and energized to move the firm to the next level," Nelson commented. "The more value we are able to add to our clients' lives and experience, the greater the return we'll see from our business relationships. The Business Mastery experience helped us to better understand how to anticipate and consistently fulfill the deepest needs of our clients, who we consider to be an extension of our family here at Keystone. Our ultimate goal is to create raving fans who advocate on our behalf."
FLEXIBILITY NEEDED TO CREATE A BUSINESS ROAD MAP
"The world is changing too fast for a traditional business plan," added Boulger. "Today's business owners need a map that will guide them from where they are to where they want to be, and give them the flexibility to anticipate and capitalize on change. Business Mastery helped us understand the critical factors that are impacting our business right now. With this newfound knowledge, we will be able to successfully adapt and grow."
EDUCATION AND SELF-IMPROVEMENT A TEAM INVESTMENT
Keystone continually reinvests in their people by attending industry conferences, including the Peak Advisor Alliance Excell Conference and LPL Financial Focus. Nelson received the 2015 Peak Advisor Alliance "Practice of the Year" Award* at the last conference, having been chosen from among some of the top financial services practices in the nation.
ABOUT KEYSTONE FINANCIAL SERVICES
Keystone Financial Services focuses on the needs of families and small business owners in Northern Colorado. The firm's client base is largely comprised of current and former employees from high-tech companies such as Facebook, Hewlett-Packard, Agilent Technologies, Intel Corporation, Avago Technologies, Advanced Micro Devices, and Keysight Technologies. Keystone's founder, Josh Nelson, CFP®, who has more than sixteen years experience in the financial services industry, holds a master's degree in personal financial planning and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association (FPA). For more information, visit, http://www.keystonefinancial.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Western Wealth Management LLC, a Registered Investment Advisor. Keystone Financial Services and Western Wealth Management LLC are separate entities from LPL Financial.
*Practice of the Year Nominees are selected by Peak's business coaches and executive management team. Criteria include: achievement of significant personal and professional goals, practice success and growth, implementation of the Peak Advisor Alliance program, and true commitment to enhancing their clients' lives.
Impact Communications, Inc.
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SOURCE Keystone Financial Services