TITLE

Finding Time to Plan for Your Firm's Future

AUTHOR(S)
Lassus, Diahann W.
PUB. DATE
May 2007
SOURCE
Journal of Financial Planning;May2007 Supplement, Vol. 20, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses business planning in the financial planning industry. The author suggests that planners schedule time to focus on their long-term business plan. He suggests that business owners use a list of their current clients, along with the latest industry benchmark studies to determine how their company is performing. In the author's opinion, planners should forecast where their business will be in five years, considering factors such as client demographics, office size, technology and employee recruiting.
ACCESSION #
24957315

 

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