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.
Details
- Publication Date
- Jun 25, 2014
- Language
- English
- ISBN
- 9781291929522
- Category
- Business & Economics
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Mark Laing
Specifications
- Format