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Failure. It’s not a topic anyone likes to dwell on, yet let’s face – we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.
Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.
Don’t let past business plan failures impede your future success!
Links: Coach Joe’s LinkedIn