Strategizing with clients has long been one of my favorite activities. One of the best parts of being a financial advisor was the one-on-one meetings with clients to come up with ways they could best pursue their desired futures. Today, I love helping advisors expand their practices, accelerate their success and build the lives they want for themselves. Strategic planning is essential to making those things happen.
Unfortunately, some advisors are great at strategizing for others, but never plot an ideal future for themselves. And others do pretty well at the planning part, but never seem to put a plan into action and get results.
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