Planning

A self-managed business is changing how financial planners approach mundane tasks that don’t require their focus, time, or effort. Self-driving cars, coffee pots that brew your morning cup, and grocery store pick-ups have made our day-to-day lives more convenient. But congratulations aren’t in order to promote laziness or a crutch for relaxation in the name

When entrepreneurs start out, it can be by fluke or purposeful planning, as most advisors don’t start with a vision and business plan for financial advisors. One fatal flaw that financial advisors make is spending too much time working IN their business without taking the time to work ON their business. You may have been

The first quarter of 2022 may not be the time of year for a certified financial planner to complete their 2022 business plan. The end of the fourth quarter of the year previous or the beginning of the second quarter are the best times of year for a certified financial planner to complete their 2022