Drew Stevens

Drew Stevens

Saint Marie,MT
  • 4.3 / 5
  • 2k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021!
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myCPE - Top Investment Planning Educator of the Year 2021!
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myCPE - Top Trust & Estate Planning Educator of the Year 2021!
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Voting Closes On: August 31

Winner Announcements - September 22

About Speaker

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business. 

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

  • 12 Strategic Principles that guide the business and eliminate the obstacles/
  • Modern methods that create fiscal controls and higher income.
My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization. 

My innovative and transformative assistance is with:

  • Developing financial awareness that places more money into owners' hands.
  • Eliminating waste and processes that slow revenue, access to clients and competition.
  • Implementing strategies that have helped businesses develop more than $11B in new revenue.
  • Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.
By creating a strategic approach and realigning business, Drew will help your organization to: 

  • Lower Customer Acquisition Cost
  • Increase financing while creating a fluid when planned exit 
  • Competitive Proof the Firm
  • Build Industry and Brand Recognition
  • Increase Financial Wealth

There are no Webinars available in Section.

The Human Side of Estate Planning/Psychology of Estate Planning
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The Human Side of Estate Planning/Psychology of Estate Planning
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Stop the Insanity - Stop Fearing Market Jitters and Your Retirement/Pension Statements
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Stop the Insanity - Stop Fearing Market Jitters and Your Retirement/Pension Statements
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finance-cpe-courses
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How to conduct a financial needs analysis from debt to wealth
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7 Reasons to Not Fear Retirement Planning
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7 Reasons to Not Fear Retirement Planning
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Serving the Underserved - How to Help Pension Plans Consumers
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Serving the Underserved - How to Help Pension Plans Consumers
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Life Insurance Types and Applications - Which is Best for the Client
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Life Insurance Types and Applications - Which is Best for the Client
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Insurance Solutions for Business Owners - The Premise Behind Buy Sell and Key Person Insurance
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Insurance Solutions for Business Owners - The Premise Behind Buy Sell and Key Person Insurance
  • Aug 25, 10:00 AM EDT
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The Power of Business Continuity
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The Power of Business Continuity
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The Power and Essentials of Estate Planning
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An Entrepreneurs Guide to Personal Finance
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An Entrepreneurs Guide to Personal Finance
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The Big Debate: Passive Vs. Active Investing
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The Big Debate: Passive Vs. Active Investing
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Annuities – Resolving Myths While Producing Retirement Liquidity
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Annuities – Resolving Myths While Producing Retirement Liquidity
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4.3

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(780) Ratings

Excellent

359

Very Good

298

Average

96

Poor

17

Terrible

10

RD

Renita Dukes, CPA (US)

Jan 26th 2022

The experience was great! Mycpe makes it so easy for me to gain the credits I need for my CPA license. I am blessed by my experience so far. The instructor today was on point. He was relevant and he seemed to care about the student debt situation. He was genuine and very knowledgeable.

RP

RUTH PUKINI, CPA (US)

Jun 29th 2022

Thank you for sending an email addressing my questions. Over the past several weeks I have taken probably 10 classes and asked questions. You are the first person to respond even though the moderators state an email will be sent responding to the questions. Thank you

CL

Charles Luebbering, CPA (US)

May 12th 2022

This course was virtually exactly as I expected. It was a nice, brief, overview of the human side of estate planning. While I felt that I knew everything that the instructor shared, it was good to have a primer on the topic to be sure I was not missing anything.

MB

Michael Boyle, CPA (US)

Apr 5th 2022

The instructor was a very effective speaker. He added valuable 2nd order detail to the checklists he used as teaching aids. Overall, an effective overview.

LL

LINDA LEMONIER, CPA (US)

Sep 1st 2021

I love this platform of learning. Opens many doors and allows you to learn from someone who has experience in the field

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