“I didn’t have time to write a short letter, so I wrote a long one instead.” -Mark Twain
Most advisors have gone through the tedious exercise of writing a robust business plan. The problem? Often times, it ends up being a one-off exercise. Advisors spend more time planning than executing.
In episode 70 of the Stephen and Kevin Show, we discuss how financial advisors can build a simple one-page business plan. There is brilliance in simplicity.