Executive Portfolio Planning Week Teleseminars

Next dates: May 3-6, 2022

Your intellect, your identity, your business, and your legacy represent a complete eportfolio and it should reflect a clearly defined value foundation, investment strategy, and documentation blueprint. We can function as your eportfolio investor by performing education and training to help you create the most valuable portfolio through carefully planned, organized and executed activities.

We understand that you have great knowledge, education, and skills, therefore, we want to make sure you’re not missing strategic alignment with the vision you’re seeking.

Quite possibly, if you have a disconnection, or a misalignment, it may be the very thing that keeps you from putting on your street face when needed, from taking the strategic time to construct a solid base that you can upgrade and expand as the market demands, and from not having the business mindset that helps you deal with the rollercoaster of emotions that comes from building a legacy.

We will discuss how to align your entrepreneur portfolio so you can be more strategic with your investment of time, resources, and finances. We want you to be able to focus on the right things, we want you to be habitually strategic and tactical, and we want to encourage creative ways to be innovative.

Join us to learn about the four main areas of your eportfolio (intellect, identity, business, and legacy) along with strategic steps to implement throughout your business career.

Next Executive Portfolio Planning Week Seminars: May 3, 4, 5, & 6 2022. 

Registration opens March 2022! Subscribe to our newsletter to stay connected.

Questions, email support@efficio.biz or call 866-934-CORE.

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