After running our first webinar where I helped a group of advice business owners to write their business plan, I’m compelled to share some discoveries with you, and let you in on a little secret. Let’s start with the discoveries. I asked all the...
You’ve all heard the saying, “If you fail to plan, you plan to fail”. You might have even used it with your clients when discussing financial planning. So why is it that the statistics show that less than 28% of advice businesses had an effective...
