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Business Planning

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

There is brilliance in simplicity.

Stephen Boswell, Kevin A. Nichols

January 24, 2019

“I didn’t have time to write a short letter, so I wrote a long one instead.” - Mark Twain

Most financial 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.

Download your copy of our business plan template for financial advisors: https://www.oechsli.com/businessplandownload

About the Authors

Stephen Boswell

Stephen Boswell

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Kevin A. Nichols

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute. He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.

See more from Kevin A. Nichols