What's Your Purpose?: Steps to creating a purpose-driven business

Finley, Daniel C.
March 2009
Journal of Financial Planning;Mar/Apr2009 Practice Management, p18
Academic Journal
The article describes the steps a financial adviser can take to create a purpose-driven business enterprise. Financial advisers must have a sense of purpose in order to maintain a productive business, the author indicates. Other topics include understanding one's specific business values, living up to one's business purpose, and defining one's business strengths by addressing what one is great at doing. Also discussed are conflicting business belief systems and aligning one's business purpose with one's business action.


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