Sat. Jan 23rd, 2021

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Stacy Brooks, National Practice Management Consultant at Financial Horizons Group.


Let’s jump right in today and talk about Business Planning.

Specifically, we’re going to go over the importance of creating and documenting a vision statement and defining your customer experience.

As a financial advisor, you’re pulled in two directions—looking after your business, as the owner of the business, and looking after your clients’ needs.

This can be a constant struggle to balance your time “on” the business and “in” the business.

Investing time on a documented business plan can actually save you time in the long run—allowing you to keep your focus on your clients.

You and your team get a clear vision of where you want to go—helping with making decisions along the way.

You can define your experience, which helps you to increase your positive reputation.

This may seem like it could be a lot of work, but

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