Creating the Pathway: Where Are You Today?
Understanding the elements that drive your business is important to creating a thriving financial services firm and establishing the right goals that will enable you to wisely invest your limited time and resources toward those areas that will provide the highest payoff. While most professionals understand and appreciate the importance of planning, for many, planning unfortunately consists of little more than reviewing the previous year’s results and projecting forward for the next 12 months. The top-performing firms and professionals constantly adapt their services, promotion, selling, and practices toward the needs of their targeted markets. They understand that to produce consistent growth, ...
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