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Annual Recurring Revenue Exercise – SAMPLE – Free Download

November 13, 2019 by Anne Bachrach Leave a Comment

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals.  In working with my clients over the years, I originally found that most of them had no idea who was paying them how much money each year. You want to know this for many reasons. Simply put, make a list of all your clients in order of who pays you the most money to the least on an annual basis.

To make it easier for you, feel free to modify my Annual Recurring Revenue Exercise excel spreadsheet sample to help you know who is paying you how much each year and who you want to replicate by asking for referrals/introductions from the top of the list.

To download my complimentary Annual Recurring Revenue Exercise, so you know exactly what your recurring revenue is for your clients every year, go to
/annual-recurring-revenue-exercise/. Customize the spreadsheet to fit your business and industry.

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Filed Under: Blog Post, Business Success Principle, Effective and Efficient Behavior, Goal Setting, Ideal Clients, Leadership, Productivity Tagged With: Accountability, accountability coach, anne bachrach, Bill Bachrach, business accelerator, business growth strategies, business owner training, business success principles, effective communication, enhance, financial advisor accountability coach, financial advisor coaching, Financial Advisor Training, goal achievement, Goal Setting, goal setting exercises, goal setting tips, personal development, Productivity in business, professional development, revenue generation, small business training, stop procrastination, time management, work life balance

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

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