Are Financial Advisors Business Planning Correctly?

Business planning is not a single exercise.  Most advisors are obsessed with "finding the perfect template" or having the right "agenda" for the annual year-end business planning meeting with their team.

I get asked all the time, "Do you have a business planning template I can use?"

I think we've done a disservice to advisors by pretending that without THIS template or THIS workshop they cannot possibly business plan properly...

Here is a framework that can help you think about your "business plan" on an ongoing basis, not just at the end of the year.

Related: Three Questions Financial Advisors Need To Ask Before December 31st