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Robert Davis RD Heritage on Why Having a Strong Business Plan is Vital for Long-Term Growth

Why Having a Strong Business Plan is Vital for Long-Term Growth

Gene Pickelman serves people with heart, passion, and purpose. Day in and day out, his servant leadership focuses on positively impacting the lives of clients, employees, and the community. He understands the power of building long-lasting, authentic relationships that lead to real change in business and the world around us. This is reflective in Tri-Star supporting over 150 non-profits and organizations every year throughout communities in the Great Lakes Bay Region and Lansing. Gene is currently serving his community by leading the movement of the Great Lakes Bay Conscious Capitalism Chapter, whose mission is to “elevate humanity through business.” Gene also serves on the Saginaw Valley State University College of Business Advisory Board, and was previously on Covenant Healthcare System's Board of Directors.

Building Tri-Star Trust into a multi billion dollar organization while working tirelessly to enhance the communities they serve, Gene took time to share his story and his passions.  This is a great conversation on this edition of the Leadership Lowdown with Vic Verchereau... Listen in!

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Leadership Lowdown | When You Ask... "What is Life All About"?

Hey there, curious minds! Get ready to dive into an eye-opening episode of "From Paycheck to Prosperity" with Adella Pasos.
Join us as we explore the intriguing topic of "Why Burnout is the Ultimate Price of Success." Discover the startling truths behind the relentless pursuit of success and the hidden toll it can take on your well-being. 

It's a conversation that will make you question the conventional wisdom about success and inspire you to find a healthier path to prosperity. Join in on the conversation!

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Why Burnout is the Ultimate Price of Success

Morne Patterson - How To Build A Robust Business Plan For Aspiring Entrepreneurs

Morne Patterson - The Top 16 Characteristics Of A Great Business Plan

Business Plan

El Mundo de Cabeza - Lorena Vivanco, Cómo Estructurar El Business Plan

Looking to turn your business idea into a reality? In this episode, we break down everything you need to know about creating a business plan. From understanding what it is and why it’s essential to tips on structuring it effectively, we’ve got you covered.

Discover how a business plan can help you make smarter decisions, communicate your vision, and attract the right investors. We’ll also explore common pitfalls to avoid and share practical advice to ensure your plan stands out. Whether you’re just starting out or aiming to grow, this is your roadmap to success.

Hit play and let’s get started! 🎧

How to write a business plan

GoogleLM's dissemination of Smion's article: Everything You Need to Know About Business Planning. Read the full article here:
https://smion.com/everything-you-need-to-know-about-business-planning/


The Business Plan Handbook

On sale April 1st, 2025

Writing Winning Business Plans reveals how to write an accessible and recognition-promoting business plan for any organization, discussing how new and established companies can benefit from an effectively executed plan. Writing Winning Business Plans clearly shows you how to prepare and utilize the most important document for any organization: The business plan. Whether one is just starting out or is already in business and needs to refocus efforts, this practical guide will take you through all the various steps for preparing a winning business plan. 

Writing Winning Business Plans will teach you to: 

Attract the funding you need
Identify strengths and weaknesses
Deal with competition
Understand your financials
Use your plan in competitions around the world.

With this engaging book’s real-life stories as examples, you will quickly and easily learn to write your winning business plan. 

Writing Winning Business Plans By Garrett Sutton, Read By Steve Stratton, Garrett Sutton (Audiobook Excerpt)

Welcome to "Scale Up:" The official podcast from the team dedicated to being your partner in growth. Join our team of Trans-Global Executive MBAs as we share actionable expertise to help you build a powerful, lasting legacy. Each episode, we go beyond typical advice, offering our perspective as personal business concierges to help you reduce overhead, streamline processes, and scale with precision. Whether you're a small business owner or an organizational leader, this is your blueprint for success.

Visionary People "Scale Up" Podcast Series - Empowering Your Legacy

Interior design businesses don’t fail for lack of talent—they struggle because the business plan is too vague, too complicated, or never gets implemented. In this episode, Kimberley Seldon shares a simple, actionable framework any interior designer can use to improve profitability, attract more ideal clients, and run a more efficient design firm.

Kimberley breaks down the three strategic levers that determine every design firm's success:
- Demand (attracting ideal clients)
- Margin (pricing, profitability, and scope control)
- Efficiency (systems, process, and team capacity)

You’ll learn how to identify the lever that will make the biggest difference in your business this year—and the specific commitments that support real progress. No wishful thinking. No complicated binders. Just a practical plan you can start using today.

Whether you want to increase revenue, raise your rates, improve project management, or regain control of your workload, this episode gives you the clarity and direction you’ve been missing.

In this episode we learn:
- Why a real business plan goes beyond revenue—and includes capacity, systems, and leadership
- The three levers that drive demand, margin, and efficiency in every interior design business
- How to choose the right lever based on your current bottleneck
- Practical commitments that move the needle for each lever
- Why aligning your business plan with your calendar is the key to implementation
- How quarterly reviews prevent overcorrection and keep you focused
- The mindset shift designers must make to lead with confidence this year

Become a Member

EP 461 | The Interior Designer’s Business Plan for a Better Year with Kimberley Seldon

Compare, switch, and renew business energy, insurance, phone, broadband, and more with Bionic. Our tech-enabled team will help you find the best deals for your business.

Robert Davis is the Co-Founder of RD Heritage Group, a skilled Las Vegas-based professional with nearly three decades of experience operating in the financial industry all across the globe. RD Heritage Group focuses on investments within the healthcare, pharmaceuticals, biotechnology, artificial intelligence, automotive, blockchain, energy, oil and gas, agriculture, and real estate industries.

In his free time, Robert Davis enjoys investing time into learning from other successful professionals in the industry. His favorite learning method is reading, and he enjoys works by authors such as John Maxwell, Warren Buffett and Ray Dalio. Most recently, Robert Davis has gotten involved in Neonatal Rescue, a non-profit organization that helps provide crucial neonatal healthcare needs in underserved communities around the world. 

Gain more insight from Robert Davis on finance by visiting his blog page often for the latest posts! You can also reach Robert Davis by emailing him at rdavismd@rdheritage.com.

Morne Patterson is a positive, driven individual and considers himself to have good leadership skills. He is adaptable to various challenges and believes that he is a dynamic person. Morne is confident, has a high work ethic, and always takes responsibility for his work. He is a fast learner and easily grasps new concepts. He believes that he has an analytic mindset and considers himself to be logical. He enjoys new challenges and interacting with people.

Morne Patterson is a qualified CA(SA) with 13 years of commercial experience (10 years in the technology industry). During his articles/studies, he finished 6th place nationally in the board 2 qualifying exam. As a professional, he has been responsible for and overseen finance functions, business development, legal compliance, contracting, and strategic partnerships. Additionally, he has been responsible for overall operations including customer support.

Morne has a passion for golf and giving back to the game. He has served as Captain of Bellville Golf Club for close to 5 years and now serves as the Club's president.

Producer. DJ. Professional button-pusher.
I make house tracks  your speakers weren’t emotionally prepared for.
If it slaps, follow me. If it doesn’t… turn your volume up.

Grammy-winning audiobook publisher. Authors include James Patterson, David Baldacci, and Michael Connelly. Earbuds encouraged. Follow us on Twitter at @HachetteAudio.

The Home of Business in Michigan. Get on-demand access to audio programs, articles and resources presented by savvy business leaders and industry experts.

Business of Design® is the leading business training platform for interior design professionals. Our proven programs give you the systems and structure you need to run a profitable, process-driven design business.

Ready to build a business that supports your talent?
Join us at Business of Design®.
https://businessofdesign.com

FM Mundo te trae la mejor programación y el mejor equipo de comunicadores de la radio ecuatoriana. Producimos contenido relevante y de calidad; marcamos la pauta en noticias, actualidad y entretenimiento. Adaptándonos a nuestros selectos oyentes, diariamente compartiremos una selección de nuestros programas para que los disfruten a su conveniencia: cuando y donde prefieran. FM Mundo, informa, acompaña y entretiene.

New tracks tagged #Business Plan