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Transparency with Diana B.
Celebrity Estates: Wills of the Rich and Famous
Financial Advisor Success
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“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
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