Bankers require them. Business educators advocate them. Consultants make a living writing them. And venture capitalists won’t give you the time of day without one.…
FINANCIAL ADVISOR BLOG
Everybody Wake Up (if you’re living with your eyes closed) It is a beautiful sunny day in Vancouver today, cold and crisp, as nice as…
With the Fastest, Easiest Tool on the Market! Point, Click, Plan!™ is designed to help you write a clear, concise, and understandable business plan on…
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“Simon gave great information and had good energy and helpful insights. It was not about doing the extra stuff… it was about getting rid of…
Unresolved unmet needs within an advisor creates push back from prospects and clients because they fuel the unmet needs within the prospect that they are…
A Goal Setting Process For You and Your Clients was written by Duncan MacPherson November 15, 2012 Does it boggle your mind that the movie…