 be sure to put everything you agree on into writing and circulate this written document to the firm. You will want to track how you are doing each quarter of 2015. Record the who, what, when, budget and timelines needed.."Beverly Flaxington, The human behavior coach |
Developing Growth Plans for 2015
Beverly Flaxington | Advisor Perspectives, December 2014
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Summary: Every year we talk about formalizing our client referral process, increasing our market presence and setting other growth-related goals. But we start January 1 without real plans in place. What can we do this December to ensure we are successful with our resolutions?
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