The question “What is your vision statement for your practice?” often elicits funny looks from financial planners. Many individuals chose the financial planning profession because of its orientation ...

Strong organizations always have a purpose—something promising and unique that attracts employees, customers and investors. There are many different methods for tangibly declaring this purpose. Some ...

The intent of the vision statement is to extend the limits of the sales team and imbue them within a sense of what they can accomplish, both together and as individuals. When the leader of a small ...