The Business Planning Process: Tips for Elevating Your Advisory Firm

Posted by Christine Heuston

November 27, 2018 at 10:00 AM

Yogi Berra put it best when he said, “If you don’t know where you’re going, you might end up somewhere else!” The business planning process is a necessary part of managing a firm, as it helps you create a vision and foundation for your practice’s growth and provides an avenue for continuing to elevate your firm over time. In fact, firms that have a written plan may grow up to 30-percent faster than those that don’t have one. Still, many tend to overcomplicate the process. Here, I’ll share strategies to help you create and stick to a plan that works for you.

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Topics: business continuity

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