Financial advisors sell planning every day, and yet most do not have a clear, concise blueprint for their own business. To move to Top of Table and beyond, it’s essential to become more disciplined in all aspects of your business. The discipline starts with being able to craft a clear, actionable business plan that not only makes sense to you, but can be understood by all members of your team. In this highly interactive workshop, participants learn how to create a one-page blueprint for growth, profitability and sustainability. The next level of success is never an accident — it always starts with a plan!
