Practice Management
Part II: Where Do you Want to Be?
January 15, 2013

As advisors build their business plan, it is important for them to envision where they want to be. Michael Silver and Eric Sheikowitz, co-founders and senior managing partners of Focus Partners, talk about visioning exercises advisors can do, as well as the importance of goal setting. This is the second-part of a three-part series on business planning.

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