Cultivate Advisors Tool KitsBLOCK SCHEDULING Check out this time management tool which will provide great improvements in your use of time and allow you to have a more balanced schedule. <<Click here to view the Tool Kit, White Paper and Training Document BUSINESS AUTOMATION There are plenty of tasks that we all must do on a daily, weekly, monthly and annual basis just to keep the business running that don’t allow us to focus on our highest and best use of time. We often look for vendors or even hire employees to start to manage some of these areas, but what if there was another option? <<Click here to view the Tool Kit, White Paper and Training Document CASH FLOW PROJECTION A firm education on cash flow and the impact on your business is the first step in avoiding business failure. This tool will help you lay out your cash flow and get a better understanding of how your business is performing. <<Click here to view the Tool Kit, White Paper and Training Document CLOSING TECHNIQUES Sales is simply, a mutually beneficial relationship between two parties. Click here to learn how to increase your closing ratio. <<Click here to view the Tool Kit, White Paper and Training Document .DEVELOPMENT PLANNING The goal of this tool is to help you list all your employees and potential employee(s) you are looking to hire and proactively think about what support they will need to thrive in their position. <<Click here to view the Tool Kit, White Paper and Training Document HEALTHY FINANCIAL CHECKLIST Your company’s financials are constantly in motion, just like your business is. If you don’t have good processes and intentional time carved out to keep a watchful eye on them, you may find yourself out of position financially. <<Click here to view the Tool Kit, White Paper and Training Document HOW TO CHOOSE A CRM This tool walks you through the process of choosing a CRM that matches the needs of your business and your budget. <<Click here to view the Tool Kit, White Paper and Training Document IN AND OUT COMMUNICATION This tool is designed to help you think through all the people you are communicating with, the style in which this communication happens, and the rules or expectations currently in place. By identifying the current situation, it will allow for you to see patterns and themes within communication styles. <<Click here to view the Tool Kit, White Paper and Training Document |