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BUSINESS GOAL 2024

"An investment in knowledge pays the best interest" - Benjamin Franklin

NOTSILE DUBE

Goals &

EXECUTION

MY WHY

Client Niche

Client

Reach

Bucket List

Financial Goals

- Mobile App

- Recognized FA (> R45 million PCR's)

- New House

- New Phone

- Moscow Trip

- Completion of 10 high paying projects

- Investments with STANLIB > R40 million

- > R100 000 monthly income

- R250 000 app development

- $2500 CFA exam fee

- R15 000 Tax certificate UCT

Executives

Foriegn Investors

Family Friends, Friends of Friends and word of mouth.

A majority who are in Cape Town. Word of Mouth

Career Goals

Family Goals

- Sunday Lunch per usual

- Maintain Family Status

- Recognized FA

- Investments guru

- Advanced Programmer

- CFA

Blue and White Collar

Local Investors

- Strengthen my financial understanding and others

- Help clients learn, prevent and improve financial errors

- Build awareness on financial health

Cold calling, cold emails, social media, word or mouth

Word of Mouth. Business Partners. Projects with Foriegn Investors.

Physical Wellness

Gym, everyday, 6 a.m

- High Net Worth Foriegn Investors

- High Net Worth Local Inestors

- Executives

- White and Blue Collar

Duration

12 months

Habit

Mantra & Ideal Day

Business Goals

Prospecting

TRIALS

& TRIBULATIONS

Plan

Mantra: JUST DO IT!!!!

Ideal day: 8 hours of sleep, the remaining hours A LOT OF HARD WORK

- 30 prospects per week

- 15 booked appointments per week

- Engage with 100 people per month

- Try to increase numbers monthly

- Sports (Gym 6a.m)

- Try to deliver when depressed

- START. FINISH

- Keep praying.

Competition

Short - Term goals

Social Media

Russian Community

- Investments (STANLIB)

- STI's

- Corporate

- Blue Collar

- SME's, MME's

-

- CFA's

- CFP's

- CPA's

- Investment Bankers

- Private Bankers

- Legal Advisors/ Lawyers

- Facebook & Instagram Promotions - $50 weekly budget

- Tiktok videos

- LinkedIn (CV's, Connects)

-School/Institution talks - R10 000 budget monthly

Timely

Long - Term goals

Cold calling

Events

Set deadlines for the goal.

- 30 contacts per week

- 10 NTL calls

- min 15 meetings a week

- Foriegn Businessmen

- Exclusive businessmen

(High levels of trust, high levels of skills, 24/7 commitment to things in their sphere)

- Conferences

- Coporate Events

- School talks R10 000 budget/monthly

- Functions

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