What’s been fascinating to me is that when I talk to advisors who are about to work with me — and I ask them to send me a business plan — is that 8, 9 or 10 of 10 of them either don’t have one, or haven’t done one in years.
In this video we’ll talk about the intellectual reasons why an advisor should have a business plan AND why they don’t.
Click the image to watch and learn.