Index

NOTE: Page references in italics refer to reproducible forms.

  • 3x Rule, 52
  • 13 Truths (ebb associates inc), 244–247

A

  • AARP, 47
  • ABCs (Assess, Build client base, Contact) of marketing, 180–181
  • Accountants and accounting: accounting software, 137; and assessing first year of business, 240; Big Four accounting firms, 104, 105; hiring accountants, 70–72. See also Record keeping; Taxes
  • Administrative tasks: and assessing first year of business, 242; for time management, 212. See also Record keeping
  • Advertising: by competition, 158, 163; expenses of, 183; on social media, 198. See also Marketing
  • Agents, insurance, 84
  • All-in-one services, for office needs, 128
  • Annual Marketing Activity, 184, 194, 195
  • Appendices, to business plan, 108–109
  • Apps, for organization/communication/tools, 148–149
  • Assessment: ABCs (Assess, Build client base, Contact) of marketing, 180–181; of business plan, 97–98, 111, 117, 240; competitive analysis, 105–106, 161–162; of financial issues and balance of life/business, 219; for future of business, 229–232, 239–244; market analysis, 104–105; of marketing plan, 184; needs analysis for clients' needs, 155, 176, 200; self-assessment about competition, 160; of time management, 215. See also Business plan
  • Association for Talent Development, 99, 104
  • Association of Management Consulting Firms, 99
  • Attorneys: and assessing first year of business, 240; hiring, 70–72
  • Automobile insurance, 86
  • Azulay, Halelly, 173

B

  • Balance of life and business: assessment and expectations ...

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