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Stephen and Kevin Show Episode 70: Building a One-Page Business Plan

“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.