Fortune 2027 Annual Planning Session

November 6, 2026

9:00 am

Fortune 2027 Annual Planning Session

November 6, 2026 9:00 AM

4030 Sorrento Valley Blvd., Suite A, San Diego, CA 92121
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About this event

Speaker Len Tiso

Inspired by the leadership principles from Trust & Inspire, this workshop is designed to help practice owners build high trust cultures that unlock team performance and sustainable growth. Through Fortune’s proven annual planning process, you will develop a clear production forecast, strategic growth plan, and meaningful goal while learning how trust-driven leadership creates stronger engagement, accountability, and results for the year ahead.

This Workshop will also cover:

* Annual Production Forecast & Growth Plan

* Goal Setting Workshop for 2027

* Outcomes and goals for all five Business Engines

* Creating a strong marketing plan to meet New Patient goals

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