🙋♂️ Are you writing your Financial Advisor Business Plan for 2022? Are you happy with your business revenue? Is your revenue stagnant or growing? 🚣
🚗 Motivated, ambitious advisors plan their business growth each year by reviewing results from prior years and deciding where they’re going this year.
🏆 The best way to do this is to write your Business Plan in November or December for the next year. This is what I suggest all my clients do at this time of year. 🥇
⏰ What’s the process? Plan an offsite meeting with yourself or with your team.
🍾 I usually book a luxury hotel for a few nights and bring all my digital plans from prior years. I print and spread my documents all over the room. I order room service and champagne. 🥂
The first time you write your plan is the most time intensive, but once you have that plan, each year you will update it!
Name your plan each year:
BusinessPlan2022
BusinessPlan2023
Etc
This way you can look back in future years and see how far you’ve come!
🌟 Do it! Plan your business success! 🌹
See my Financial Advisor Business Plan System
#FinancialAdvisorBusinessPlan #Plan2022 #FinancialAdvisorCoach
