6 Key Aspects of Business Advice

By following a logical approach to strategic growth planning—and understanding that there are Only 4 Ways to Grow a Business, you can dramatically increase your chances of Maximizing Business Potential.

By following a logical approach to waste and inefficiency—and understanding that there are 7 Areas of Business Waste and Inefficiency, you can dramatically increase your chances of Maximizing Business Potential.

Are you using the right resources? It’s a key question in the 21st Century. By making the right decisions today about improving the effectiveness of your future growth delivery, you can dramatically increase your chances of Maximizing Business Potential.

Are you following the guiding principles of ‘what you can measure, you can manage’? It’s a key question if you want to drive the right behavior and business profits—and will dramatically increase your chances of Maximizing Business Potential.

Are you following the guiding principles of ‘culture eats strategy for breakfast’? It’s a key question if you want to engage your people and harness the talents of the team. If you can create that business culture, growing business profits and business value will follow—and will dramatically increase your chances of Maximizing Business Potential.

Opt-in today for an eight-part email series to explore each method for Maximizing Business Potential!

Meet Sage Investment Group, The Facilitator of the 6 Key Aspects of Business Advice Email Series

Scott W. Burch is a non-traditional financial and wealth advisor, starting his career in 1989. Sage Investment Group is an independent firm specializing in financial planning for both high net worth individuals and businesses, working closely with select CPA’s to help them offer more proactive and comprehensive planning to their clients.

Whether you have a 401k/IRA to rollover, an existing portfolio to manage, risk mitigation needs or income to protect, we can help. Working alongside your attorney or CPA, you may need to establish or update an estate plan, or reduce taxes and expenses to increase business income, all of which we can help with as well.

Our proven Virtual Family Office process starts by gathering information - which allows us to identify any potential problems, as well as any opportunities, that may exist. Next, we begin to create your Virtual Family Office team if needed. Once the team has been created and collaboratively consulted, we then present our recommendations based on the goals you initially outlined, taking as much time as needed to fully answer your questions. We are then able to potentially eliminate problems and take advantage of opportunities - which may result in an overall improvement to your financial position. Once this is completed, you will know what you have, why you have it, and what it is designed to accomplish for you – thus resulting in educated decisions. We would welcome the opportunity to sit down and talk about what is important to you and establish a plan to help you accomplish your goals.
➤ Want to learn more?

📩 scott@sageinvestmentgroup.com
📞 626-421-7685
🌏 www.sageinvestmentgroup.com

Investment Advisory Services offered through Regal Investment Advisors, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Sage Investment Group is independent of Regal Investment Advisors.

Created by:

Scott Burch

We believe that 80% of straightforward, no-nonsense, strategic advice can be summed up in just 6 Key Areas of Business Advice.

During this email series, we will:
- Help you identify the right strategic focus for your business
- Share the 4 ways to grow a business
- Help you identify 7 areas of business waste and inefficiency
- Discuss the changes in company resources
- Explain the importance of key performance indicators
- Highlight the importance of team culture

Each email is packed with valuable business insight and a video for an in-depth look into each of the 6 Key Areas of Business Advice.