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Video: Steps to Effective Business Planning for Advisors

Writer's picture: April-Lynn LevittApril-Lynn Levitt

Do you have a business plan? Better yet, would you say it's comprehensive; having strategies, vision, goals with action plans and timelines?


So why plan? Well, simply put, what gets written down gets remembered, what gets scheduled gets completed, what gets measured gets improved! Also consider how business planning efforts will help your clients achieve their goals.





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