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The Financial Advisor's Success Manual by Craig CMIEL, David Leo

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Chapter | Seven

Your Business Plan

Failing to plan is planning to fail. —Alan Lakein

If you don’t know where you are going, you might wind up someplace else. —Yogi Berra

Your business plan defines where you want to go and how to get there. You can use the plan to monitor your progress, hold yourself accountable, and control your business’s fate. A written business plan forces you to review everything at once: your value proposition, marketing assumptions and plans, operations plan, financial plan, and staffing plan. A well-executed plan can deliver the results you promise yourself. Developing a business plan is an imperative!

Prelude

The structuring of a wealth management team and business presents both challenges and opportunities. A well-run ...

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