Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.
 ....Those advisors who have established a framework for creating goals and taking steps to actually achieving them have a huge head start on whatever the new year may throw at them. Close out the year by crafting a robust business and marketing plan to help set your practice on the right path for success in the new year.”Michael Silver speaker, coach and consultant, Focus Partners |
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