Do This Before You Create Your First Strategic Plan

I'm not going to lie to you.  Advisors can do well without planning, and many do for quite some time.  Then they get stuck.  The owners try everything, working even harder and longer hours.  They are BUSY!  Yet, they’re reaching neither their business nor personal goals.  They're often quite exhausted and find that they're making more mistakes.

2019-09-13T21:07:36-04:00September 13th, 2019|Strategic Planning|0 Comments

Avoid Business Burnout: 7 Critical Planning Areas

Advisors experiencing business burnout would do well to view how their firm stacks up in 9 critical and essential areas of business success. How many of the following areas in your financial firm need an overhaul? Use these descriptions to think through and establish your time and money-saving processes. Addressing each of these areas protects

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