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Financial Planner's Swot Analysis

eBook (PDF), 73 Pages
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Price: $23.01
This comprehensive 73 page Guide is written specifically for financial planners. It is the next step in building a goal focused business. It details the process for reviewing a practice and its operations to ensure strategic objectives, marketing and operational goals are achieved. This guide: Developed and proven on dozens of financial planning practices. Contains easy step-by-step actions on how to conduct a SWOT Analysis on the whole business or key operations e.g. new business administration, para-planning and marketing. Includes templates for establishing your long-term (3 year) objectives and for recording and resolving the immediate problems in the business in the first 90 days. Instructions on conducting a brainstorming session. Provides the tools to take the first step in reviewing your business and establishing a clear direction for its future success. Contains comprehensive goal setting instructions. Take action to make your financial planning practice more successful.
Available in PDF Format

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Product Details

ISBN
9781291929522
Edition
2.1.3
Publisher
Mark Laing of FORMIDABLE Business
Published
April 10, 2018
Language
English
Pages
73
File Format
PDF
File Size
1.19 MB
Product ID
23596608

Formats for this Ebook

PDF
Required Software Any PDF Reader, Apple Preview
Supported Devices Windows PC/PocketPC, Mac OS, Linux OS, Apple iPhone/iPod Touch... (See More)
# of Devices Unlimited
Flowing Text / Pages Pages
Printable? Yes
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