Scaling a mountain provides lessons that can be applied to your business
Henry was frustrated because his financial advisory business had reached a plateau. He then developed a vision statement, which articulated in detail what he wanted his business to look like in 10 years. Throughout this process, he learned that: > while most business people have ideas about what their ideal business would look like, it […]
Achieving success is a matter of overcoming barriers
Once you’ve created a vision statement, you need to develop a process for making it a reality
Most successful advisors have one; a business plan is easy to write, can be as brief as two pages and keeps your team on track
Henry was aware that his successful practice had stopped growing. He knew it was time to make a fundamental change to his business, but didn’t know how to go about determining what that change should be. Henry learned that the first step in decided upon a strategy was to identify a specific long-term vision for […]
Henry knew it was time to make a change, but didn’t know where to begin
Peter Pomponio has built an impressive book by working with accountants
These two DS advisors have complementary skills but share one investment philosophy
A financial plan maps out how to attain those goals