OCTOBER 2023 WLP NEWSLETTER

In today’s world, it’s easy to follow the paths carved by salaries, investments, and market expectations. However, without a solid transition plan, we often feel adrift, unsatisfied, and unempowered. What if there is a better way for you to take the helm, navigate the financial waters, and ultimately chart a course for your Epic Exit?

This month, we had so much fun bringing together an expert panel of CPAs, a Fractional CFO, a Wealth Advisor, and a Financial Literacy and Money Mindset Coach. We discussed valuable tips and strategies for empowering Business Leaders with insights to navigate complex financial landscapes, make informed decisions, and contribute significantly to your organization’s success -most importantly, your own.  

Mastering Cash Flow 

Cash flow management is a critical aspect of ensuring any business’s financial health and sustainability.  In a recent presentation by Mariangelica Alvarado at NOW CFO, essential strategies for mastering cash flow were discussed in-depth.

Financial Wellbeing  

Michelle Pinder, Financial Literacy & Positive Money Mindset Coach & Nora Yousif, Wealth Advisor, shared insights on financial planning, investment strategies, and overcoming financial challenges in today’s market.  Michelle also discussed how a Customized Financial Needs Analysis can help us strengthen our financial position.  

Substantial Tax Savings 

CC Group Advisors, Charlene Carpenter, and Jessica Chompff (CPA Sisters) shared how we can go beyond the basics, crafting personalized strategies that can lead to significant tax reductions. They are both dedicated to exploring every avenue to minimize tax liability personally and within your organization.

Reduce Unnecessary OPEX & Increase Revenue 

Let’s set up a chat if you’re ready to secure financial wins without compromising on quality, enhance your ideal customer experience, and cultivate a winning culture of innovation and collaboration. With extensive consulting experience, we’ve led global change programs for major clients, saving over $300MM in OPEX. We also support small-mid-market businesses with doubling revenue and engaging the best and brightest by breaking free from the founder’s trap.  

I know that if we don’t have a solid transition plan for our epic exit, often, one will be created for us. To get started with your planning, here are the critical components associated with becoming an Epic Exit D.I.V.A.!

D – Honor Your DESIRE to create an epic personal and professional exit. Think about your strengths, what role you will play in your exit, and what other support systems do you want or need in place?

I – IMAGINE Your Exit: Envision a future beyond your wildest dreams. What if your exit is better than you can imagine? 

V – VOCALIZE Your Exit: Speak your long-term goals into existence. Share them with loved ones and trusted advisors; their support will fuel your determination and inspire you to positive action.

A – Every Day Is Friday: A.C.T.T. Blueprint: Utilize the Every Day Is Friday A.C.T.T. Blueprint for Leaders to develop a strategic plan for your exit. Create a vision, get support, inspire those around you, and transform your vision into reality.

Special thanks to our speakers, Charlene Carpenter, Jessica Chompff, MariaAngelica Alvarado, Michelle Pinder, Nora Yousif for sharing your time and expertise. Their contact information is in the contact list. 

If you’d like to go further into the topic, check out the below.

• Check out this month’s Master Class Presentation to follow along with the recording.
• Every Day Is Friday Deep Dive For Women With this workbook, you’ll have your own strategic roadmap for the year making every day feel free, fun, and fulfilling – like FRIDAY, for yourself and your organization. 

If you’re interested in exploring how you can create a stronger sense of financial acumen, reach out to Charlene Jess and/or any of the panelists.  

As you navigate your financial journey, remember that seeking expertise is a gift you offer to your future self!

Next Steps 

New Member Benefit – Wednesday Wisdom – Embrace the power of midweek. A warm place for you to celebrate your accomplishments, share any struggles, and feel supported by the collective wisdom of one another to fast-track your goals. All my clients are invited to this time together. See calendar invite separately which includes the agenda. Our first session is on October 24th, 2023.

Fall Women’s Leadership Breakthrough Retreat is for women spearheading strategies, transcending industry standards, and disrupting the status quo. Each retreat is customized for the women attending and includes leadership assessments, pre-retreat kick-off call, and post-retreat sustain the learning call. 

All meals are included while you are at the retreat house. Wear comfortable clothes, beach gear, and a yoga mat (if desired). Leave with a 90-day plan and the support of your success sisters. Sign up for a call with me today to see if this breakthrough retreat is for you. www.WomenLeadershipPower.com/Retreat 

Early Bird ends 10/15/23 so schedule a call with me today. 

Here’s to doing my part to steer your financial destiny,

Warmly,

Nina ツ