EOS >:D
Choose 1 person to recite TSP 3 core values
We strive for excellence
We will find a way
We Care
Choose 1 person to recite TSP Core Focus:
CLUE:
Making _____ impact on _____ lives by ___ and ____ their wealth.
Making POSITIVE impact on PEOPLES lives by GROWING and PROTECTING their wealth.
True or False
The Vision page consists of five divided sections which helps to crystallize the components of your vision. These are:
Core Values,
Core Focus,
10-year target,
Marketing Strategy and
3-year picture
Our One Year Goals are as follows: (Choose the incorrect one):
Complete our first consumer duty report
Be a "Great Place to work"
Prepare for CURO on the Microsoft Power Platform
Produce plan for Chartered Status
Get FCA Certification
Get FCA certification is not included.
TSP Niche are as follows: (Choose the incorrect one)
Growing Wealth
Protecting Wealth
Transferring Wealth
Employee Benefits
Transferring Wealth
TSP BHAG:
By the end of 2030, as a family driven business, we will have at least 300 families with funds under management of £ 1M+ each (millionaire clients).
What is BHAG?
CLUE: ______ HAIRY _____ ________
BHAG - Big, Hairy, Audacious, Goal
Choose 1 person:
We need the team to be
1. Flexible
2. _______
3. _______
Flexible, Adaptable, Accountable.
True or False
The Traction page consists of three divided sections which help you execute the vision you have created. These are:
1-Year Plan,
Rocks
Issue List
Our One Year Goals are as follows: (Choose the incorrect one):
Consumer Duty Compliance
Implement a marketing strategy for new business
Recruit "Head of Sales and Marketing"
Recruit "Head of I.T."
Recruit "Head of I.T."
Our Target Market are as follows (Choose the incorrect one)
Individuals aged 50+
UK Based
They value advice
Transactional Engagement
Transactional Engagement