Build the Business You Want Series: Making Money

Build the Business You Want Series: Making Money

Are you ready to transform your business? The first workshop in this series is focused on covering all the elements around making money.

By Tamara Pals, Certified Financial Planner®

Date and time

Wednesday, February 5, 2025 · 9am - 12pm PST

Location

Sandman Hotel & Suites Kelowna

2130 Harvey Avenue Kelowna, BC V1Y 6G8 Canada

Refund Policy

Refunds up to 7 days before event
Eventbrite's fee is nonrefundable.

About this event

  • Event lasts 3 hours

Are you ready to transform your business and Build the Business You Want?

Build the Business You Want is a four-part series of half-day immersive workshops for Okanagan business owners. Each workshop is a building block providing the science and the principles of having a strong business foundation.

The first workshop in this series is focused on covering all the elements around “Making Money” This workshop is for business owners who are ready to not just make money, but to create lasting wealth. It's time to stop riding the rollercoaster of business cycles and focusing on what will help your business grow and thrive long-term.

Attending this workshop you will;

  • Master your money mindset: Dive deep into the psychology of money and discover how changing your relationship with money can transform your business results.
  • Develop a business roadmap that fulfills your expectations: Don’t work for your business but make the business work for you. Whatever be your goals- raising money, scaling or retiring from your business ensure you create an executable vision.
  • Learn strategic planning for growth: Learn to map out your critical path for success, identify your key revenue drivers, identify metrics and develop systems that create consistent cash flow.
  • Engage in collaborative brainstorming & networking: Work alongside other successful Okanagan business owners to explore new strategies, problem-solve, and unlock new opportunities for growth.
  • Receive One-on-One coaching from each of our expert speakers: Get personalized advice and insight from experienced business coaches to tackle your unique challenges and goals.
  • Be given a tools-based approach for your financial success: Take home tools and playbooks packed with actionable insights to help you implement your strategies and create long-term financial success.

Why Attend? The most common reason businesses fail is the inability to manage cash flow and generate consistent profits. This workshop will teach you how to establish systems and processes that not only make money but also generate wealth. You'll gain the tools and mindset needed to overcome financial barriers and create a thriving, profitable business.

Date: February 5, 2025
Time: 9am – noon
Location: Sandman Inn & Suites
Cost: $250 + Eventbrite fee

Don't miss out on this opportunity to reset your money mindset and create the business (and life) you’ve always wanted. Reserve your spot today and take the first step toward financial freedom and lasting growth.


Build the Business You Want Series

Workshop 1 Agenda: Making Money:

  1. Money Mindset Reset: Get Your Head in the Game – why goals haven’t been met in the past and how we can change that with Tamara Pals, CFP®
  2. Psychology of Profits - Being Paid for the Risks You're Taking Being the Owner – inspired by Profits First with Joshua Marshall, MBA CFRE
  3. Metrics that Matter: what gets monitored, gets done – It’s not the same - Growth for Valuation or Growth for Scale with Priya Sachdev

Build the Business You Want Series Upcoming Events You Won’t Want to Miss:

  • Workshop 2: Sustainable Growth
  • Workshop 3: Driving Accountability
  • Workshop 4: Play to Win


About the Speakers:

Tamara, Joshua and Priya are all experts in their respective fields of Financial planning, Strategy and Operations advisory and Sales and Go-to-Market execution. They are business owners and advisors united by their commitment of supporting Business owners get easy access to resources and practices that enable growth. This trio brings a unique and holistic approach to business consulting and their passion to build the business landscape in Okanagan.

Organized by

Good financial planning gives you the clarity to see what’s right in front of you, and to see the big picture. It gives you the ability to gain control over your financial situation and can enable you to live with more confidence and joy. It’s that powerful!Financial Planning isn’t all about mitigating risk. It’s also about fueling your dreams. Managing the financial decisions that come along with growth and success, so that you can continue to do what you love most.I’ve been in practice since 2010, and I am a Certified Financial Planner®, the most widely recognized financial planning designation in Canada and worldwide. I’m a wife, mom, and a business owner. I understand what it’s like to have a busy life. You can feel comfortable entrusting me with all of your most complex financial planning needs. No matter what happens, I’m here and I’ll have your back.

CA$267.58