Hi, my name is Dana Brewer and I am a co-owner of a financial firm in Minneapolis. We've been using A Better Way to Work and Live for a number of years now and recently went through the exercise of doing a shared 5 year vision statement. Being, again, a co-owned firm, we each had to go through the exercise and then come together and create one for the firm. We have used that tool to make all sorts of decisions on the growth of our firm and just processes internally knowing that this where we want to be.
We've also gone through the process of backing into "So what does that mean for today, tomorrow and a year from now to be able to get to that 5 year timeline in the way that we want to get there?" And again, it is just a valuable tool, one of many, in the Program.
Coaching is the tool that does that. It creates a format that allows you to set time aside each week or month or however you choose to use it and really evaluate what are the needs and goals of your firm. For us, they are constantly in motion, mostly due to growth issues, which is a good thing to have. We envision recycling through the process on a regular basis to go back and ask "Now what has changed?" "What is different?" "And what would we do differently on a go forward basis?" Again, utilizing a coach is the best way to do it. We have been through multiple coaches and a couple of different programs and found this to be a far superior program to work through. A big part of our success has been using the coaching system and using the Better Way to Work program and I highly recommend it. Thank you.