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Drew Stevens

Drew Stevens

Saint Marie,MT
  • 4.1 / 5
  • 369 Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021-22 !
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myCPE - Top Investment Planning Educator of the Year 2021-22 !
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myCPE - Top Trust & Estate Planning Educator of the Year 2021-22 !
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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.

Fractional Leadership – Hiring the Best Without Killing Revenue
$10
Fractional Leadership – Hiring the Best Without Killing Revenue
  • May 18, 10:00 AM EDT
  • ACCT/BK
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
Register
  • 4.3
  • (3)
How to Conduct a Business and Personal Retirement Needs Analysis
$10
How to Conduct a Business and Personal Retirement Needs Analysis
  • May 18, 02:00 PM EDT
  • ACCT/BK
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
The Power and Essentials of Estate Planning
$10
The Power and Essentials of Estate Planning
  • May 20, 11:30 AM EDT
  • ACCT/BK
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
Register
  • 4.7
  • (12)
Business Management Planning CPD Course
$10
Business Killers – 12 Ways to Protect Your Business
  • May 23, 09:30 AM EDT
  • ACCT/BK
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
Register
  • 5.0
  • (1)
An Entrepreneurs Guide to Personal Finance
$10
An Entrepreneurs Guide to Personal Finance
  • May 24, 04:00 PM EDT
  • ACCT/BK
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 3.9
  • (8)
The Power of Business Continuity
$10
The Power of Business Continuity
  • May 25, 09:30 AM EDT
  • ACCT/BK
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
Register
  • 4.6
  • (5)
Life Insurance Types and Applications - Which is Best for the Client
$10
Life Insurance Types and Applications - Which is Best for the Client
  • May 25, 02:00 PM EDT
  • ACCT/BK
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Worthy Asset Classes – Crypto, Real Estate and Opportunity Zones
$10
Worthy Asset Classes – Crypto, Real Estate and Opportunity Zones
  • May 26, 01:30 PM EDT
  • ACCT/BK
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.3
  • (7)
Partial Employment: Why Hiring Fractional Labor creates more efficiency and operational effectiveness
$10
Partial Employment: Why Hiring Fractional Labor creates more efficiency and operational effectiveness
  • May 27, 09:30 AM EDT
  • ACCT/BK
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
Register
  • 5.0
  • (1)
Stop the Insanity - Stop Fearing Market Jitters and Your Retirement/Pension Statements
$10
Stop the Insanity - Stop Fearing Market Jitters and Your Retirement/Pension Statements
  • May 30, 09:30 AM EDT
  • ACCT/BK
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.3
  • (4)
The Big Debate: Passive Vs. Active Investing
$10
The Big Debate: Passive Vs. Active Investing
  • May 31, 01:30 PM EDT
  • ACCT/BK
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.0
  • (2)
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4.1

  • 4.1

(142) Ratings

Excellent

65

Very Good

64

Average

6

Poor

6

Terrible

1

JS

John Sparling, CPA (US)

May 12th 2022

Enjoyed the webinar. the Presenter was excellent.

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.

DR

Digna Robles, CPA (US)

May 4th 2022

Outstanding webinars with great and knowledgeable presenters.

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.

BCSS

Brian C. Smith Smith, CPA (US)

Apr 1st 2022

This was my first Drew Stevens' class and I really enjoyed it!

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