The Whole Truth: For Financial Advisors

32: The Best Laid Plans


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Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes.

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The Whole Truth: For Financial AdvisorsBy Touchstone Investments