It’s Strategic Planning time! Do you know where YOUR firm is going?

In the Fall of each year, I focus on strategic planning with my clients. It is an essential part of our work together and maps out where the advisor wants to go and how we’re going to get there. Start the process by reviewing or constructing your mission statement and value proposition.

It’s also a great time of year to do a survey with your clients because after all, it doesn’t really matter what you and I think is important…it only matters what your clients think is important.

Please contact me if you’d like some guidance on how to write an effective mission statement and value proposition. Taking time to write these is crucial to successful strategic planning. They are the jumping off point for all the decisions you will make! I can speak to you on the phone or send you information. If you want to schedule a call, please go to my website @ www.backofficeadvisor.com and click on the schedule a meeting button. This will show you what I have available on my calendar and allow you to set an appt.

I will continue this thread of discussion for the next couple of weeks because it is so important to stop and take time to plan!

Advertisement