 "Our findings are consistent with those other studies saying that firms aren't getting the mileage from strategic planning that they could.”Dan Inveen, director of research, FA Insight. |
Summary: Let's hope most advisors are better at planning their clients' futures than their own. Just 17% of respondents in a new study -- largely focused on advisors who have strategic plans for their firms -- say their strategic planning factored strongly in their recent success
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