Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
What do you want to achieve professionally in 2021? Creating a business plan can help advisors and firms identify actionable goals to drive growth in the business.
In this guide, you will learn how to:
- Identify business initiatives
- Pinpoint revenue drivers
- Identify important foundational work
- Prioritize your business goals for 2021
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