Financial Planner's Swot Analysis

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.