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.